Hi there, mwmurdy. I'll share some information about customizing sales forms in QuickBooks Online.
I can see that you're using the new layout experience for invoices and estimates in QuickBooks. In this new layout, the customization feature is already available in each form you create.
But you can continue using the old layout designs you created in Other Templates, and your customer will see them in the attached PDF once you send it to them. However, the old templates are not supported in the new experience, which explains why they are not visible on the main screen, the Email view, or the PDF view screens.
I'm adding this article for more information about personalizing estimates and invoices: Customize invoices, estimates, and sales receipts in QuickBooks Online.
Learn more about the new invoice and estimate by checking this link: See what’s new with estimates and invoices in QuickBooks Online.
Feel free to let me know if you still need assistance or have other concerns about estimates. I'll be around if you need me. Take care.
