Accept Estimates Online
I have an electrical company and I would love to be able to have a button link embedded to the email (estimate) similar to the "Pay Invoice" button so our customers can accept the estimate online and not have to print, sign, scan and send back to us!
eric willson commented
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Kyle Vespasiani commented
This is an absolute must if I am going to switch our business to QuickBooks.
The software we currently use has a button on all of our estimates that allow customers to accept and then notifies us through the program, as well as through email.
If we are going to switch the business to QuickBooks this will be an absolute necessity.
Dave Mayo commented
This will be a game changer for me as it would drastically reduce the amount of time having to communicate with customers that have been sent estimates, and would increase the chances of getting more business from estimates sent out.
Nicholas Smith commented
Why does QB not have automatic acceptance of estimations, so that the client can accept the price? this way the business would not have to chase clients to see if they accept the price. In addition, why is there only a option to give estimations and not quotes, as in the UK these are different.
Estimations can differ in price
Quotations are a largely binding price between company and client.
Clients prefer Quotes so they know what they will pay