Let Customer Accept Estimate
when i have qbo send an estimate to a customer, it would be great to give my customer the option to accept, deny, or request a revision to the estimate in the web interface, then notify me when an action has taken place
Torrey Z commented
Honestly, I don't understand why this is still an outstanding issue. This type of functionality is industry-standard in many other products!
Kari Schneider commented
I would love for my clients to allow their customers to accept estimates online. This would save them so much time and follow up.
Kirsten F commented
HEY QBO SUPPORT! I just want to point out that the feature I just suggested,
is exactly like this one and is exactly like others that are just worded differently. Please do a search on "accept estimates" and on my "Add esignature capability to estimates". You are getting a lot of requests for the same function, just in different posts. Seems important to me!!! Thanks.
Kirsten F commented
This is similar to the idea I just submitted for esignature capabilities in QBO. Your idea is simpler. Wonder if an estimate that "Accepted" would hold up as well in court as one that is esigned???
Michael Manzo commented
This capability exists with Freshbooks and is one of the main features I was looking for in a solution. Ultimately, we will end up using Quickbooks so we combine our Quote-to-Cash solution with our accounting solution, but this is a valuable feature for small businesses because it speeds time to acceptance for prospects, reduces paperwork, and helps handle customer who don't have scanners or fax machines. If there's a concern about authenticating the person accepting the quote, you can do this the same way online services verify email addresses: 1) send estimate to prospect; 2) prospect clicks "accept" (or reject or request revision); 3) send prospect second email to confirm the selected option; 4) update status of the estimate.
Stéphane Brouillard commented
At least, you should implement the same process used with invoices where the client can view the document online and add comments. That should be too complicated!
nathalie marg commented
like a docsuign form it would be great if they can sign it as well and it automatically updates in our system to accepted :)