Can a Customer Accept a QuickBooks Estimate Online?

When you create estimates in QuickBooks, you want to make it easy for customers to accept them. Although QuickBooks does not allow customers to accept estimates online, Method:CRM extends the power of QuickBooks by letting your customers approve estimates with the click of a button.

 

It’s a win-win for everyone — your customers will love the convenience and your team will love closing deals faster.

Try it FREELearn More

Get More Out of QuickBooks with Method:CRM

Best QuickBooks Sync

  • Easily connect Method with QuickBooks Desktop or QuickBooks Online.
  • Real-time, two-way sync between Method and QuickBooks: work from anywhere, on any device.
  • Sync customers, items, estimates, invoices, sales receipts and more.

Empower Your Sales Team

  • View customer history and create new estimates in Method — no access to QuickBooks required.
  • Dropdown menus make it easy to add items, classes and messages to estimates.
  • Quickly email estimates to customers or leads in one click, right from the same screen.
Method:CRM Opportunity Screen showing it's different stages.
Method:CRM Opportunity Screen showing it's different stages.

Customizable for Your Business

  • Allow customers to quickly accept estimates online by clicking a button, checking a box, or typing their name.
  • Get notified as soon as an estimate has been approved, so you can get right to work.
  • Use Method’s code-free, drag-and-drop tools to bring your vision to life, or work with one of our Business Solutions Specialists to create a CRM that’s made just for you.

Allegro Design Co’s Clients Accept Estimates Online with Method:CRM

With Method:CRM synced to Bryan Dutton’s QuickBooks file, it’s easy for clients to approve Bryan’s estimates online. Clients receive an email with a link to a Method guest page where they can review and accept estimates with a click of a button — no printing or signatures required. Bryan gets notified as soon as an estimate is accepted, so he can get straight to work.

Click here to learn more about how Method has helped Bryan streamline his contract and estimate approval process.

MailChimp Integration with Method:CRM

“I can’t speak highly enough about Method and their team. The program is fantastic. It works out of the box and there is basically an unlimited number of customizations to do. And my Business Solutions Specialist, Farazeh, was amazing with the customization we did on the Estimate screen.”

Bryan Dutton, owner of Allegro Design Co.

Start a FREE trial.

No Credit Card. No Contract. Yes, It’s Super Easy!