Hi there, @0__0. I recognize the importance of tracking customer interactions with estimates like we do with invoices so you'll stay informed and take proactive steps to follow up with your customers.
Please know that QuickBooks Online does not have a built-in feature to track when a customer has opened an estimate. However, software features and updates can change over time, so I recommend sending feedback to our product developers. This way, they can review which parts of the program need enhancements and consider adding them to future releases. By sharing your valuable insights and suggestions, you can contribute to the continuous improvement of our software.
You can follow these steps:
- Open your QuickBooks Online account.
- Hit the Gear icon at the top, then select Feedback.
- Type in your product suggestions.
- Click Next to submit feedback.
If you want to track your feature requests, check out this link: QuickBooks Online Feature Requests.
In case you want to personalize and add specific info to your sales forms, here's an article that can guide you through the process: Customize invoices, estimates, and sales receipts in QuickBooks Online.
The Community is open 24/7 if you need further assistance managing your estimates in QuickBooks. Let us know by leaving a comment below and we'll get back to you.
