How Can You Streamline the Estimate Approval Process?

It’s no secret that organization is key to running a successful business. This is especially true when your company creates estimates or proposals in QuickBooks for prospective customers. After all, you can’t start the work if you don’t know whether the customer has accepted your estimate. Ideally, your customers should be able to quickly and easily accept estimates online.

Can a customer accept a QuickBooks estimate online?

Currently, QuickBooks does not allow customers to accept estimates online. As a workaround, many QuickBooks users ask their customers to respond to the estimate email to give approval. It’s easy to imagine the potential pitfalls – your customer forgets to respond; their response gets buried in your inbox; the customer later claims they never “formally” approved the estimate…

Is there a better solution?

Luckily, it’s 2018 and technology has come a long way in providing small business owners with great tools they can use to extend the power of QuickBooks. Let’s take a look at some options.

Electronic signature software

This is a great option for businesses that need to obtain a legally binding signature from a customer before beginning work, but don’t want the hassle of printing, faxing or scanning physical documents. Simply save your QuickBooks estimate or proposal as a PDF, upload the document, add text and signature fields, and enter the recipient’s email address to send them a unique link to the document.

  • DocuSign (plans start at $13/month for one user or $33/user/month for multiple users)
  • RightSignature (plans start at $12/month for one user or $60/month for multiple users)

Online quoting system

If you’re not quite satisfied with QuickBooks estimates, there are plenty of web-based platforms dedicated to estimates, quotes and proposals. You can build sleek estimates from existing templates, include files and links, and customers can accept estimates online with the click of a button.

Better yet – some quoting systems integrate with QuickBooks Online, so QBO automatically creates an invoice when a customer approves a quote.

  • Quotient (plans start at $20/month for one user or $39/user/month for multiple users)
  • Qwilr (plans start at $25/month for one user or $70/user/month for multiple users)

Method:CRM

Method:CRM is the top-rated CRM for QuickBooks and it’s easy to see why. The two-way sync between Method and QuickBooks streamlines your workflow and lets you work from anywhere. Your sales team will have each customer’s history at their fingertips so they can easily create estimates within Method – no access to QuickBooks required.

The best part is that Method is fully customizable. Want your customers to be able to approve estimates online by clicking a button or checking a box? Want to receive an email as soon as a customer approves an estimate? No problem. Use Method’s code-free tools on your own, or work with our Business Solutions Specialists to bring your vision to life.

Bryan Dutton of Allegro Design Co. “can’t speak highly enough” about how customizing his QuickBooks-integrated CRM has streamlined his contract and estimate process.

“The 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.”

Read Bryan’s small business success story.

How do I get started?

Sign up for a free 30-day trial of Method:CRM and easily connect to QuickBooks Desktop or QuickBooks Online. During your trial, check out Method’s other great sales features, including lead and opportunity management, custom reporting, and 360° views of every customer.

Once you’ve synced your QuickBooks data, get in touch with our Business Solutions Specialists to discuss what you’re looking for in your estimate approval process. Your trial of Method will include 1 free hour of customization services to help you get started!


Ready to start streamlining your operations?

Sign up for a free 30-day trial of Method:CRM, the #1 rated CRM by QuickBooks users on apps.com. 

Free Trial Button

Photo credit

Posted by Alanna Smith

Alanna is a Content Writer at Method. With several friends who are pursuing entrepreneurial dreams, she loves learning about the inner workings of small businesses. When she isn't scoping out tricks and tools to help Method users thrive, you can find her at a barre class or at home with her cat Leo.

Leave a reply