QuickBooks Online estimate signature: All you need to know

This image shows Method:CRM's digital signature capture interface on a mobile device.

A QuickBooks Online estimate signature is crucial to your approval process. However, it’s only possible to capture an electronic signature through QuickBooks with an integrated app.

Although using QuickBooks to send estimates and invoices electronically is not impossible, digital signature capture gives your customers additional assurance.

This blog post will teach you about its many benefits and how to implement an estimate signature in QuickBooks Online.

Can you add signature lines to estimates or invoices in QuickBooks Online?

Among the most popular accounting software options, QuickBooks Online is a favorite among small to medium businesses.

With QuickBooks Online, you can:

  • Manage and retrieve transactional documents.
  • Issue invoices and estimates.
  • Pay bills and collect payments.

However, there is a big limitation surrounding approvals: QuickBooks Online does not allow for signature capture. You can only achieve this with an integration like Method.

Can a customer complete an e-signature in QuickBooks Online?

No, QuickBooks Online does not offer this functionality. With QuickBooks Online, customers have to print, sign, and scan the document before emailing it back.

The only way to send estimates and invoices for digital signature is by using QuickBooks Online with an integrated app.

The benefits of e-signature for QuickBooks estimates

There are many benefits of using QuickBooks Online with an integrated app for digital signature, including the following.

1. Quick and easy approvals

Electronic signature capture helps you fast-track the approval process without sending physical documents back and forth.

2. Improved customer experience

Implementing QuickBooks Online estimate signature capture increases convenience for your customers, as they can digitally sign documents anytime, anywhere.

3. Reduced costs

Electronic signature capture can help you save on paper, printing, and shipping costs associated with traditional approval processes.

How to get e-signatures for estimates in QuickBooks Online

Optimizing your estimate approval process with QuickBooks Online allows you to track potential jobs and associated costs easily.

Below are the two most popular integrations for QuickBooks Online estimate signature capture.

DocuSign Connector

This image shows an estimate template on Quickbook Intuit. There is a modal in the bottom right corner suggesting the document be sent to the customer through DocuSign.
Image credit: Intuit

With DocuSign Connector, you can send transaction documents to your customers, which they can then sign digitally.

However, this feature is only available to QuickBooks Online Advanced users.

If this doesn’t match your description, you will have to implement a third-party integration and upgrade your QuickBooks Online subscription plan.

Moreover, depending on the DocuSign plan you choose, you may have a limited number of documents to sign. As your business grows and you acquire new customers, the cost to use this feature may increase.

Method:CRM

Method:CRM is the perfect choice if you’re looking for a QuickBooks Online estimate signature solution that can optimize your business all around.

With Method, you can quickly and easily add electronic signature capture to your documents through its two-way sync with QuickBooks Online and QuickBooks Desktop.

This means that whether you’re on the go or in the office, you can get your customers’ signatures without any hassle.

Plus, with no limits on the number of documents you can sign, Method is perfect for businesses of all sizes.

To get started:

  1. Start your free trial of Method. 
  2. Reach out to your Customer Success Manager (CSM) and ask to implement the feature. 

Once that’s done, it will show as the image below.

Overview of Method:CRM's digital signature modal.

Don’t forget that there are no limits on the number of documents you can sign with Method.

But the benefits don’t stop there. Watch the video below to understand why QuickBooks users love Method:CRM.

 

QuickBooks Online estimate signature: Get started with Method

Implementing electronic signature with QuickBooks Online is now possible with Method!

Connect with your Customer Success Manager (CSM) to add the feature to your Method:CRM account to start signing estimates and optimizing your processes today.

Sign up for your free trial now!

Photo credit: Kelly Sikkema via Unsplash

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Focus on growing your business

The more you automate your business, the less time you’ll spend on manual tasks.


Find out how Method:CRM can fuel your growth:

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Focus on growing your business

The more you automate your business, the less time you’ll spend on manual tasks.

Find out how Method:CRM can fuel your growth:

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