Question

How do you make an estimate signature?

Forum|Forum|2 years ago
March 24, 2024
8 replies
192 views

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QuickBooks Online

J

JamaicaA

QuickBooks Team

Welcome to the Community space, jeeper. I can share various ways to make an estimate signature.

As of now, adding a signature to an estimate is unavailable. As a workaround, look for a third-party app by going to the apps.intuit.website or navigating the Apps menu in your QuickBooks account. I'll show you how:

Go to the Apps menu on the left pane.
Select the Find Apps tab, then type a keyword in the search bar like E-signature.
Click the magnifying glass and then choose the app that suits your needs.

Additionally, you can capture signatures using the QuickBooks Online mobile application. It allows you to add signatures manually through your phone using a digital pen or finger.

Otherwise, use the DocuSign eSignature Connector if you've subscribed to the Advanced version. Here's an article for complete info: QuickBooks adds e-signature capabilities to help growing businesses accelerate the estimate process.

I'm adding this reference for future purposes: Convert an estimate into an invoice in QuickBooks Online.

Feel free to add a reply if you have more questions about managing estimates. I'm right here to help you. Keep safe!

J

jackhavlin1973

I was able to use the get signature button on the mobile app but can't find that signature afterwards. Where does that signature actually go? Was hoping it would input itself into the estimate for printing.

R

RhoiceW

QuickBooks Team

Thank you for reaching out to the Community, jackhavlin1973.

When successfully adding a signature to your invoice or estimate, it will automatically apply depending on where you add it.

I can help you in adding a signature to your estimate and how to check it.

From the Menu, click Estimates..
Select an existing transaction, or create a new one.
Add any information. Then, click More actions beside the save button.
Select Get signature. Then, add a signature.
Select Done. Then, click Save.
To see the signature, you can go to your transactions, and then click Estimates.
View the estimate, and scroll down to review if the signature is added.

If the signature still doesn't show up, you can consider performing some basic troubleshooting steps on your mobile app.

Here's how:

Go to Setting.
Click General. Then, select the app.
Click Clear Cache.

You can also utilize the feature on how to snap and upload your receipts and bills to your mobile app: Upload your receipts and bills to QuickBooks Online

If you still have concerns about adding a signature, don't hesitate to comment. I'm always here to lend a hand.