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stephan2
May 2, 2019
Question

When an INVOICE is issued it's possible to see if it's been OPEN and VIEWED by the client. But why it's not the same for a QUOTE? A quote not viewed is bad in business.

  • May 2, 2019
  • 1 reply
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On a regular basis I contact my clients to know why they have not accepted my quotation.  Often they say that they have never received my Quotation.  Sometimes because the email address was wrong, or the email has landed in the SPAM or other reasons.  If I know that my customer NEVER OPEN the quotation...there is a problem.  QB can help me a lot by reporting to me all the un-open quotation.

Making a quotation is time consuming but inevitable if you want to make sales.  But loosing a sale because you don't know the client never seen the quote...it's miserable.
If I know that my client did not open the quote I would immediately try to find why.  But QB is not able to give me this information at the moment.

And don't forget the bad opinion your leave behind you when the client is convinced that you did not replied to his request by sending him the quotation he was waiting for.

1 reply

AddieC
AddieC
May 2, 2019

Hi stephan2,

 

Conducting business in a digital age means that sending messages back-and-forth with clients is all done through the cloud. It can be difficult to confirm whether our messages were sent, received, or viewed. This is why QuickBooks Online lets you know when a customer has viewed their invoice. This is especially important with invoices, as there's usually terms and agreements on when payment is expected.

 

I can appreciate why you'd like this information to be displayed on estimates and quotes as well. I think this would also serve a valuable purpose by giving you the assurance that your message was received. At this time QuickBooks will only generate this information for invoices, however I'd be happy to pass along your feedback to the right people. Our software development team is committed to implementing new features that our customers suggest, and they take your thoughts and opinions seriously. 

 

In the meantime, I'd recommend organizing a strategy with your clients to ensure that they've received your quote. For example, you can let them know that it's being sent, and if they haven't received anything in 2-3 business days, you'll have to re-send. This is completely up to you, and depending on your business this may or may not work. I'm simply offering a suggestion for potential workarounds. 

 

I hope this helps, and please let me know if you've got any other questions. 

 

Have a great day!

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