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Buy nowY'ALL THIS IS FRUSTRATING! But I found a stupid workaround that I may or may not try. I made an email template so I can send an email to a potential new client with ESTIMATE VERBIAGE. Then instead of doing 'Send Estimate' within QB's estimate I want to send/email, I select 'Share Estimate Link', and then 'Copy'. THEN...(more stupid extra steps...thanks, QB), I go to my email, select my template, click on 'send again', and paste the estimate link into the email. I tested it and it works, but it's still stupid to have to do it. We currently use the Joist app for estimating because QB has made it so dang complicated. We REALLY want to try to migrate 100% to QB for estimates, payments, etc., but the estimate templates aren't visually appealing and OMG for the love of Jesus, LISTEN UP QB DEVELOPERS...WE DON'T WANT OUR CUSTOMERS OPENING AN EMAIL FROM US, EXPECTING AN ESTIMATE, but INSTEAD BEING WELCOMED TO OUR BUSINESS WITH A "VIEW INVOICE" GREETING. In what world does that make sense? When you ask for an estimate from literally ANYONE....don't you expect the email to say, "Here's your Estimate"? NOT, "hey brand new person - here's an invoice for sh*t we haven't done yet"???? Who is employed at QB that made even it through the brainstorming meeting with this completely effed up idea??? Worse, WHO at QB is responsible for fixing this BUT WON'T DO IT???
About to bail,
Pissed off QB subscriber