Go to the gear icon, then Custom Form Styles, then either New Style or edit an existing estimate style. From there you can change the logo, color, font, and which fields and columns appear, quantity, rate, a custom field for a job number, without touching any estimate you've already sent. Here's exactly how that works.
1. Click the gear icon in the top right, then Custom Form Styles under Your Company.
2. Start a new style or edit an existing one. Click New Style and choose Estimate, or click Edit next to a style you already use for estimates.
3. Set the Design tab. Pick a template layout, upload your logo, and set the color scheme and font. This is the look of the whole document, not just the numbers on it.
4. Set the Content tab. This controls what actually shows up: header fields (estimate number, date, expiration date), which columns appear in the line-item table (quantity, rate, amount, a custom column if you need one), and the footer message.
5. Add custom fields if you need them. Under the Content tab, you can add a field for something QuickBooks doesn't track by default, a job site address or a PO number, and choose whether it shows internally only or on the printed estimate too.
6. Preview, then save. Use the preview pane to check the layout before committing. Saving applies the style going forward; it doesn't retroactively change estimates you've already sent.
7. Set it as the default, if you want it to apply automatically. Back on the Custom Form Styles list, use the dropdown next to your new style and choose Make default, so every new estimate uses it without you picking it each time.
A template controls layout: logo, columns, fields. It doesn't control the actual numbers that land in those columns, and that's usually where the real time goes. Someone's still manually pricing out line items, copying the same scope description from the last similar job, or adjusting a markup percentage by hand on every estimate.
A nicely formatted template with the wrong numbers on it, or numbers that took twenty minutes to work out, isn't actually saving anyone time. The template is the easy part to fix once; what keeps costing time is everything that goes into filling it out correctly, job after job.
If your pricing logic, your line items, or your scope templates live somewhere else, a quoting tool, a price list, a spreadsheet of standard job packages, there's usually no reason an estimate needs to be built from scratch in QuickBooks every time instead of generated from what already exists.
Line items, quantities, and pricing get pulled from wherever the real pricing logic lives and dropped straight into a correctly formatted QuickBooks estimate, instead of someone re-keying numbers they already worked out elsewhere.
Estimates that sit unanswered past a set number of days trigger a reminder automatically, instead of someone keeping a mental list of who hasn't responded yet.
Tell us where the real time goes, pricing it out, writing the scope, chasing an answer, and we'll tell you if it can happen without someone starting from a blank estimate.
Tell us where your pricing and scope details actually live right now, and we'll tell you whether QuickBooks can build the estimate from that automatically. And if estimates aren't the real bottleneck, that's fine too, n-frames automates whatever's manual, in QuickBooks or anywhere else.
Let's talk →Click + New, then Estimate under Customers, pick the customer, add your line items, and save or send. Editing the template, covered above, changes how every estimate looks; creating one is the individual document itself.
Open the accepted estimate and select Create invoice. QuickBooks carries over the customer and line items so you're not retyping anything, and you can convert the whole estimate or just part of it if the job's being billed in stages.
Yes. From the estimate, choose Save and send to email it directly as a PDF, with an option for the customer to accept or decline it online depending on your settings.
Go to Sales, then All Sales, and filter the type to Estimates. You can see the status of each one there too, pending, accepted, or declined, without opening each one individually.