I suggest you ...

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

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    Matt FioccaMatt Fiocca shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

    7 comments

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      • Torrey ZTorrey Z commented  ·   ·  Flag as inappropriate

        Honestly, I don't understand why this is still an outstanding issue. This type of functionality is industry-standard in many other products!

      • Kari SchneiderKari Schneider commented  ·   ·  Flag as inappropriate

        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 FKirsten F commented  ·   ·  Flag as inappropriate

        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 FKirsten F commented  ·   ·  Flag as inappropriate

        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 ManzoMichael Manzo commented  ·   ·  Flag as inappropriate

        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 BrouillardStéphane Brouillard commented  ·   ·  Flag as inappropriate

        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 margnathalie marg commented  ·   ·  Flag as inappropriate

        like a docsuign form it would be great if they can sign it as well and it automatically updates in our system to accepted :)

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