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May 10, 2024
Question

Can you have the estimate approval link automatically sent to customer

  • May 10, 2024
  • 1 reply
  • 0 views
I want my approval to automatically be included when and estimate is sent my customers

1 reply

May 10, 2024

Hi there, outdoorsunlimit.

 

Currently, the option to automatically send an estimate approval link is unavailable. Nevertheless, your customer can review and approve your estimates directly from the email you send them. Once they respond, you'll receive an alert immediately.

 

In the meantime, I recommend submitting your feedback to our Product Development team. They'll carefully evaluate your suggestion,  considering it for future updates or improvements. Here's how:

 

  1. Go to the Gear icon.
  2. Select Feedback.
  3. Provide a detailed description of your suggestion, then click Next.

 

I've also added an article about the new updates of estimates and invoices in QBO: See what's new with estimates and invoices in QuickBooks Online.

 

Comment down below if you have any other concerns about managing your customers' estimates. We'll be happy to help you.