Thanks for joining this thread, userpatrick3.
You can use your Share link option to copy a link that enables the customer to download, print, or approve their estimate.
Here's how it works:
- When creating or editing an estimate, use your Review and send ▼ drop-down list.
- Choose Share link.
- Click Copy link.
- Select Done.
After copying the web address, you'll be able to include it on your estimate. For example, pasting it in the Note to customer text box will enable your customer to see the link on their estimate. You can also directly provide it to them outside of QuickBooks if you'd prefer to.
If you'd like to submit any feedback or feature requests about your Share link option, you can do so while signed in.
I've also included a detailed resource about working with estimates which may come in handy moving forward: Create & send estimates
Please feel welcome to send a reply if there's any additional questions. Have a wonderful Friday!
