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June 18, 2025
Question

How can I add different estimate templates for different sales people?

  • June 18, 2025
  • 1 reply
  • 10 views

Hello we are on the essentials plan and have two people doing sales and would prefer if each sales person gets their own estimate template with their phone number and email attached so the client contacts them directly. I tried setting custom forms for estimates, but it seems if I change one it changes both. Is this done through different users?

1 reply

MariaSoledadG
QuickBooks Team
June 19, 2025

QuickBooks Online (QBO) lets you create a personalized and professional-looking estimates. However, assigning specific templates to individual sales people is unavailable. I have a tip on what you can about this, fairfieldinnovations. 

 

You can create an estimate and customize the template for for each salesperson by providing their phone number, email, and other details in relevant fields. And yes you're right, any changes to one template is set to automatically adjust the others. To do so, follow the steps below: 
 

  1. Go to the Gear icon and select Custom form styles.
  2. Click New style, then Estimate.
  3. Under Design, in the Change up the template section choose a template .
  4. Navigate to the Content tab, provide the details of the sales person. You can click the which part of the invoice you want it to be added.
  5. Click Done


Repeat the process for the other Sales person and make sure to save the templates with a descriptive name such as Estimate for Salesperson A and B to easily determine what template to select.  

 

To know more on how to change the look and information of your forms that includes logo or address, check out this article for more information: Customize Invoices, Estimates, and Sales Receipts in QuickBooks Online

 

After a customer accepts your estimates, you can convert this to invoice. I've got this for you: Convert An Estimate Into an Invoice

 

Did you know that our QuickBooks Live Expert Assisted team is available on demand to help you make the most of your transactions? This ensures you always have a clear understanding of your business performance. 

 

Let me know if you have any questions or concerns when creating estimates. I'm always here happy to assist you further. Have a nice day