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LieraMarie_A
QuickBooks Team

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I couldn't agree more, @Jeffymc.

 

I tried sending an estimate to my email. I'm seeing the same format too. Being able to edit it would be great and helpful to send professional-looking emails. Rest assured that I'll relay this message to our team in concern here on my end and add your vote for this one.

 

You can also share your thoughts and ideas through your account. Our product development team reviews all the feedback we receive to ensure we’re meeting the needs of our customers. 

 

Here's how:

  1. Select the Gear icon at the top, then Feedback.
    Capture.JPG
  2. Enter your comments or product suggestions then select Next.
  3. You'll be provided a list of suggested Help articles related to your comment. You can read through them or select Skip and send message.
  4. From the drop-down, choose the appropriate category, then select Send message.

 

In the meantime, you'll want to include a summary in the email, instead of the full details. Here's how:

  1. Click the Gear icon.
  2. Select Account and settings and proceed to the Sales tab.
  3. Go to the Online delivery section and select Edit.
  4. Choose Show short summary in email.
  5. Click Save and Done.

 

Please come back and let me know if you need further assistance with personalising your sales forms. I'd be happy to help.