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Davecat1
August 18, 2023
Question

Sending an estimate web link

  • August 18, 2023
  • 1 reply
  • 0 views

Hey all, I just spent a good 3 hours customizing my estimate and invoice templates in QBO. Everything looks pretty good with the exception not being able to send clients an E-Signature link via email to approve estimates.

A workaround I have found is that if I send an estimate link via QBO instead, the clients have the option to at leave click an approve button on a web page.

My issue is that if I send an estimate link, the Estimate looks way different than my customized template estimates.

Can anyone else confirm that their estimates look different if they send a link?

1 reply

T
Trish_T
August 18, 2023

Hi Davecat1,

 

Thanks for reaching out to us here.  Providing a signature option on your estimates is a great way to ensure you have customer approval.  I'd be happy to provide some insight here!

 

Although QuickBooks Online provides a number of customization options, it doesn't currently include the option for digital or offline signatures.  However, it is possible with the QuickBooks Online mobile app.  Here's a helpful guide for your reference.  When you create or select an estimate in the app, you simply  choose Get signature.  This will open a window on your phone where they can sign right on the screen. The signature image will be added to the estimate as an attachment, so you'll also be able to see it in the browser later on.  In addition, you can review other third party apps that manage estimates and signatures here.

 

If you'd like to see this feature available in QuickBooks Online, please don't hesitate to submit a suggestion to our Development Team.  Customer recommendations are greatly appreciated to assist with improving your overall experience with QuickBooks Online.

 

If you have any other questions, please feel free to reach back out.  We'd be glad to help!

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