I recognize the importance of this matter, especially when managing future estimate transactions for new customers in QuickBooks Online (QBO), @KaraP1. I'll help you send a feature request to our engineers to sort this out.
- On the top right corner, select the Gear icon.
- Click Feedback, and then enter a brief description about the feature you want to have.
- Once done, click the Next button.
On the other hand, you can visit this article to help you create personalized sales forms in QBO: Customize invoices, estimates, and sales receipts in QuickBooks Online.
The Community space is available 24/7 to assist you with estimate management or address any other QuickBooks-related questions. Please continue to utilize the comment section for a prompt response.
