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Estimates Tracker in the Mobile App

Allow us to see whether a customer has seen an Estimate, just like we can with Invoices

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AdminQuickBooks Customer Success (Admin, QuickBooks Online) shared this idea  ·   ·  Report…  ·  Admin →
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  • Albex Ulpoer commented  ·   ·  Report

    An Estimates Tracker feature in the mobile app would be extremely helpful, allowing users to see when a customer has viewed an estimate, similar to the existing invoice view tracking functionality. This added visibility would improve follow-ups, help businesses understand customer engagement, and make it easier to know when to reach out regarding pending approvals. A solution like https://trackallsubs.com/ could benefit greatly from this enhancement by providing users with better insight into the estimate review process.

  • Anonymous commented  ·   ·  Report

    Yes! I would love to be able to track my quotes like invoices. Where I can see when an estimate had been sent and viewed.

QuickBooks Mobile Feedback Forum: Estimates

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