Other questions
I appreciate you reaching out and sharing your interest in enhancing your quotes with contract terms in QuickBooks, much like what your friend does with Rounded. It’s great to hear you’re looking for ways to streamline your business processes, Nishp27.
QuickBooks Online allows you to customize your sales forms, including quotes, to a certain extent. You can add custom fields and additional information as needed. However, the platform does not currently support the inclusion of comprehensive contract terms directly within the quote that can be signed electronically in the same document.
You might consider using third-party apps that integrate with QuickBooks Online. These apps provide more extensive customization options, including the ability to include contract terms and gather electronic signatures directly on quotes and other forms. You can explore the QuickBooks App Store to find a solution that aligns with your needs.
Here’s how to find apps:
- Select Apps from the sidebar menu.
- Click on the Find Apps tab.
- Use the search bar to enter a keyword or select Browse Categories to filter the results.
Additionally, you can visit this resource to learn how to convert your quote into an invoice using either the old or new layout: Create and send quotes in QuickBooks Online and see what’s new with quotes and invoices in the program.
Thank you again for proactively seeking ways to improve your quotes, Nishp27. Your ideas are essential for shaping the future of QuickBooks and adding features that meet various business needs. Don’t hesitate to reach out if you have further questions or need assistance. We are here to help.
