Estimate in QUIPA (not QB) | Voters

Estimate in QUIPA (not QB)

under review

Kathy

Would like a prettier estimate with contract signing ability to send to clients directly from QUIPA. I prefer to only transfer info to QBO as an invoice.

Created by Katherine Travis

October 2, 2025

Leigh

I agree, but also want to add that it should have a "permissions" feature (turn on or turn off. If you have a new/bad employee you wouldn't want them to be able to do this until you trust them. The pretty images that we upload and the drawings of the drapery style / roman shade style, plus the fabric swatch and trim swatch. It's the pretty pictures that make people want to sign on the dotted line.

Hope Arbery

Merged in a post:

Display project price without having to create an estimate

Pamela

Easily see the price of selected items at the top of the project page. This allows me to see if a project is coming in above or below my client's budget at a glance

October 22, 2025

Pamela

This also eliminates manual calculations by having to go into each individual item to confirm the total project price OR having to generate the QB estimate in order to see the pricing totals. Maybe this could be a part of the 'preview' screen?

Hope Arbery

marked this post as

under review