Thanks for joining this thread, @lenazerb. 

I've read the conversations above. There are two features discussed in this thread, and both aren't still figured out. We're also unable to provide a specific timeline as to when they will be available in the program. But I hear your thoughts as this helps you personalise the estimates to reflect your brand identity. Rest assured that I've got the alternative methods to achieve your goal. 

For the first request, I'd still suggest removing the "Accepted By" and "Accepted Date" fields from your .docx template. Then, import your custom form style to QuickBooks Online (QBO). The three screenshots below will serve as your visual guide before, during, and after the importing process. For more details, check out this article: Import Custom Form Styles For Invoices Or Estimates. 

For the second request, I recommend looking for a third-party app that can integrate with QBO. This way, you'll have an option to hide the totals of the quote. Just go to the Apps menu or through the QuickBooks App Centre.

Here are the steps for the App Centre: 

1. Go to this link: https://quickbooks.intuit.com/app/apps/home/.
2. Select the AU Flag from the Region drop-down list. 
3. Type in Custom Form or Estimates in the Search box. You can also navigate the apps from the Categories section. 
4. Choose the right app for your business.
5. Click Learn more/Get app now. 
6. Select the QBO version you're using. 
7. Choose Connect. 

In the meantime, you can visit this website: QBO AU Resource Centre. Then, scroll down to the page where you can locate the Help Your Business Thrive section. From there, enter your First Name, Email, and click Subscribe. That way, you'll get the latest tips, advice, and resources straight to your inbox to help your business succeed. 

When your customer accepts your quote, you can apply it to an invoice. Once added, the charges on the transaction will appear in the customer menu, and the system will post it to a sales account. For the detailed instructions, visit this article: Managing Quotes. Just go to the "Add a quote to invoice" section. 

I'll lend a helping hand if you need anything else. Keep safe always, @lenazerb.