{"id":2581,"date":"2018-01-30T15:58:59","date_gmt":"2018-01-30T20:58:59","guid":{"rendered":"https:\/\/www.method.me\/blog\/?p=2581"},"modified":"2026-03-10T11:03:03","modified_gmt":"2026-03-10T15:03:03","slug":"3-ways-accept-estimates-online","status":"publish","type":"post","link":"https:\/\/www.method.me\/blog\/3-ways-accept-estimates-online\/","title":{"rendered":"2 ways for customers to accept QuickBooks estimates online"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">It\u2019s no secret that organization is key to running a successful business.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">This is especially true when your company creates quotes or <a href=\"https:\/\/www.method.me\/features\/estimates\/\">estimates<\/a> in QuickBooks for prospective customers and clients.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After all, you can\u2019t start the work and get paid if you don\u2019t know whether the customer has accepted your estimate.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Ideally, your customers should be able to quickly and easily accept QuickBooks estimates online.<\/p>\n\n\n\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913336379?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture; clipboard-write\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"2 ways to accept QuickBooks estimates online\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-can-a-customer-accept-a-quickbooks-estimate-online\">Can a customer accept a QuickBooks estimate online?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Currently, QuickBooks does not allow customers to accept estimates online.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">As a workaround, many QuickBooks users ask customers to respond to the estimate email to give their approval.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">And based on our observations, while this may work for some, it\u2019s easy to imagine the potential pitfalls of this hack such as:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Your customer forgetting to respond to the email.<\/li>\n\n\n\n<li class=\"\">Their response getting buried in your inbox.<\/li>\n\n\n\n<li class=\"\">The customer claiming they never \u201cformally\u201d approved the estimate.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">The list of risks from managing QuickBooks estimates like this goes on and on. And our findings show that all of the items on this list will cost you loads of time and money.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-can-you-streamline-your-quickbooks-estimate-approval-process\">How can you streamline your QuickBooks estimate approval process?<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Luckily, technology has come a long way in providing small business owners with great tools they can use to <a rel=\"noreferrer noopener\" href=\"https:\/\/grow.method.me\/request-ebook\" target=\"_blank\">extend the power of QuickBooks<\/a>. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Let\u2019s take a look at some options with manageable fees for small business owners.<\/p>\n\n\n\n<h3 id=\"accept-quickbooks-estimates-with-method\" class=\"wp-block-heading\">Accept QuickBooks estimates with Method<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><a href=\"https:\/\/www.method.me\/\">Method<\/a> is the top-rated <a href=\"https:\/\/www.method.me\/crm-quickbooks\/\">QuickBooks CRM<\/a> and it\u2019s easy to see why.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The two-way sync between Method CRM and a QuickBooks estimate streamlines your approval process and lets you send out quotes from anywhere and for any project. Our findings show that this speeds up the contract acceptance process as well. Not to mention that any changes you make in Method CRM will instantly sync to QuickBooks, and vice versa.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">With Method, your sales team has each customer\u2019s history at their fingertips so they can easily create estimates and invoices from within Method while on the go. All without needing access to QuickBooks, ensuring that your accounting information stays secure.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">The best part is that Method CRM is a fully <a href=\"https:\/\/www.method.me\/crm-quickbooks\/custom-crm-software\/\">customizable CRM<\/a>. So if you want:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Your customers to be able to approve estimates online by clicking a button or checking a box in their own customer portal.<\/li>\n\n\n\n<li class=\"\">To receive an email as soon as a customer approves an estimate.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">You can make this happen with Method CRM. Use Method CRM\u2019s drag and drop tools on your own. Or work with our professional <a href=\"https:\/\/www.method.me\/customization-services\/\">Business Solutions Specialists<\/a> to bring your vision to life and clear up any questions you have.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Method CRM ensures success for any contractor. For example, Bryan Dutton of Allegro Design Co. \u201ccan\u2019t speak highly enough\u201d about how customizing his Method CRM account has streamlined his contract and QuickBooks estimate process:<\/p>\n\n\n\n<blockquote class=\"wp-block-quote is-layout-flow wp-block-quote-is-layout-flow\">\n<p class=\"wp-block-paragraph\"><strong><em>\u201cThe process of putting together a contract went from 45 minutes to less than 15 minutes. With everything together in one screen I just have to select what I need and email it out to the customer.\u201d<\/em><\/strong><\/p>\n<cite>\u2013 Bryan Dutton, Allegro Design Co.<\/cite><\/blockquote>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-electronic-signature-software\">Electronic signature software<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">Based on our observations, this is a great option for businesses that need to obtain a legally binding signature from a customer before beginning a job but don\u2019t want the hassle of printing, faxing, or scanning physical documents. It also removes the need to meet in person. Instead, you can simply:<\/p>\n\n\n\n<ol class=\"wp-block-list\">\n<li class=\"\">Save your QuickBooks estimate or quote as a PDF.<\/li>\n\n\n\n<li class=\"\">Upload the document.<\/li>\n\n\n\n<li class=\"\">Add name, date, and signature fields, and include any other relevant details.<\/li>\n\n\n\n<li class=\"\">Enter the recipient\u2019s email address to send them a unique link to the document.<\/li>\n<\/ol>\n\n\n\n<p class=\"wp-block-paragraph\">Through its instant, two-way sync with QuickBooks, Method CRM offers an optimal <a href=\"https:\/\/www.method.me\/blog\/does-quickbooks-have-electronic-signature-capture\/\">digital signature capture<\/a>. Every signature you capture in Method automatically registers in your accounting software, and there is no imposed limit. Implementing this feature also comes at no additional cost to Method users.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img decoding=\"async\" width=\"650\" height=\"475\" data-src=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature.png\" alt=\"Overview of Method CRM's digital signature modal.\" class=\"wp-image-17331 lazyload\" data-srcset=\"https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature.png 650w, https:\/\/www.method.me\/wp-content\/uploads\/2022\/09\/method-proposal-accept-digital-signature-300x219.png 300w\" data-sizes=\"(max-width: 650px) 100vw, 650px\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" style=\"--smush-placeholder-width: 650px; --smush-placeholder-aspect-ratio: 650\/475;\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Through our practical knowledge, here are our recommendations for alternative electronic signature software and their price points:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">DocuSign (plans start at $13 per month for one user or $33 per user per month for teams).<\/li>\n\n\n\n<li class=\"\">RightSignature (plans start at $12 per month for one user or $60 per month for multiple users).<\/li>\n<\/ul>\n\n\n\n<h3 class=\"wp-block-heading\" id=\"h-online-quickbooks-quotation-system\">Online QuickBooks quotation system<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\">If you or your client is not quite satisfied with your QuickBooks estimates, there are plenty of web-based platforms dedicated to managing estimates, quotes, and proposals. Based on our firsthand experience with these tools, you can:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Build sleek estimates from existing templates.<\/li>\n\n\n\n<li class=\"\">Include files and links.<\/li>\n\n\n\n<li class=\"\">Have your customers accept QuickBooks estimates online with the click of a button.<\/li>\n<\/ul>\n\n\n\n<p class=\"wp-block-paragraph\">Better yet \u2013 some quoting systems integrate your projects directly with QuickBooks Online. Our team discovered through using this product that QuickBooks Online automatically creates an invoice when a customer approves a quote.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">After trying out this product, here are some recommendations for QuickBooks Online estimate tools and their rates:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li class=\"\">Quotient (plans start at $29 per month for one user or $49 per user per month for teams).<\/li>\n\n\n\n<li class=\"\">Qwilr (plans start at $29 per month).<\/li>\n<\/ul>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-start-accepting-quickbooks-estimates-online\">Start accepting QuickBooks estimates online<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">As per our expertise, your best bet when it comes to sending and managing QuickBooks estimates is <a href=\"https:\/\/www.method.me\/features\/estimates\/\">Method<\/a>.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Our findings show that out of all the CRM providers out there, Method\u2019s the best choice for QuickBooks users. Sign up for a <a href=\"https:\/\/signup.method.me\/methodcrm\">free trial<\/a> of Method and make managing your QuickBooks Desktop and QuickBooks Online estimates easier than ever before.&nbsp;<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Plus, <a href=\"https:\/\/www.method.me\/\">Method<\/a> offers a portal feature where your customers can perform several actions on their own, including accepting invoices. Here\u2019s a preview of how it benefits QuickBooks users.&nbsp;<\/p>\n\n\n\n<div class=\"wp-block-group m-padding is-layout-constrained wp-block-group-is-layout-constrained\"><div class=\"wp-block-group__inner-container\">\n<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe data-src=\"https:\/\/player.vimeo.com\/video\/913430376?badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Method CRM - the Customer Portals\" src=\"data:image\/svg+xml;base64,PHN2ZyB3aWR0aD0iMSIgaGVpZ2h0PSIxIiB4bWxucz0iaHR0cDovL3d3dy53My5vcmcvMjAwMC9zdmciPjwvc3ZnPg==\" class=\"lazyload\" data-load-mode=\"1\"><\/iframe><\/div><script src=\"https:\/\/player.vimeo.com\/api\/player.js\"><\/script>\n<\/div><\/div>\n\n\n\n<h2 class=\"wp-block-heading\" id=\"h-how-to-accept-a-quickbooks-quote-online\">How to accept a QuickBooks quote online<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">If you&#8217;re a Method user, simply sync your QuickBooks account with Method. Then get in touch with one of our Business Solutions Specialists to discuss what you\u2019re looking for in your estimate approval process. From there, our team can build you the estimate approval process of your dreams. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">If you aren&#8217;t yet a Method user, get started with a free trial. Note that your trial of Method CRM includes one free hour of customization services to help you get started!<\/p>\n\n\n\n<p class=\"has-text-align-center wp-block-paragraph\" style=\"font-size:18px\">Give Method <a href=\"https:\/\/signup.method.me\/methodcrm\">a try<\/a> for free today!<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><em>Image credit: NorWood Themes via <a href=\"https:\/\/unsplash.com\/photos\/q8U1YgBaRQk\" target=\"_blank\" rel=\"noreferrer noopener\">Unsplash<\/a><\/em><\/p>\n\n\n<p><!-- \/wp:post-content --><\/p>","protected":false},"excerpt":{"rendered":"<p>QuickBooks may not let customers accept estimates online, but that doesn&#8217;t mean it can&#8217;t be done! Here are 3 options that will make your life easier.<\/p>\n","protected":false},"author":24,"featured_media":5486,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"inline_featured_image":false,"site-sidebar-layout":"default","site-content-layout":"default","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center 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center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"categories":[165,20,49],"tags":[100,136],"class_list":["post-2581","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-customer-experience","category-customer-service","category-sales","tag-customers","tag-estimates"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.5 (Yoast SEO v27.5) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>QuickBooks estimates: 2 ways your customers can accept them online<\/title>\n<meta name=\"description\" content=\"Make your life easier by sending QuickBooks estimates to your customers via email and bring your quote approval process online.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, 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efforts at Method \u2014 the #1 QuickBooks CRM. 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