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Hi there, Kat4101.
I understand how important it is for your company to edit the estimate email format to look more professional. This option is unavailable in QuickBooks Online (QBO). We see consumer feedback as an opportunity to improve the numerous features of our products. I'd recommend giving our engineers direct feedback. They may look into this suggestion and incorporate it into future updates. Let me demonstrate:
I've attached screenshots below for your reference:
You'll want to include a summary in the email, instead of the full details. Here's how:
You may refer to the following link for tutorials and articles about sales and customers: Topics about your company's income and customers.
Know that our door is open 24/7 if you need assistance performing specific tasks in QuickBooks. You can also utilize the REPLY button below if you have any additional QuickBooks-related concerns. You have a good one.