thread Add Tagging System for Estimates in Square Invoices in Payments Troubleshooting

Add Tagging System for Estimates in Square Invoices

sonoranocotillo — Sun, 21 Sep 2025 05:46:06 GMT

I’d love to suggest a feature that would make managing estimates in Square Invoices more efficient—adding a tagging system for estimates.

Right now, there’s no quick way to categorize or prioritize estimates based on customer interest. It would be incredibly helpful to be able to assign custom tags (e.g., "Hot Lead," "Warm Lead," "Cold Lead") so we can quickly identify and follow up with potential customers accordingly.

Here’s how this could improve workflow:

Tag estimates based on customer engagement level.
Use color-coded highlights to make different lead types stand out.
Sort or filter estimates by tags, just like we currently can with "Archived," "Expired," or "Invoiced" estimates.

This would make it much easier to track high-priority leads and ensure timely follow-ups.

Thanks for considering this! I’d love to hear your thoughts.

Estimate TAGS

sonoranocotillo — Wed, 19 Feb 2025 23:33:53 GMT

I’d love to suggest a feature that would make managing estimates in Square Invoices more efficient—adding a tagging system for estimates.

Here’s how this could improve workflow:

Tag estimates based on customer engagement level.
Use color-coded highlights to make different lead types stand out.
Sort or filter estimates by tags, just like we currently can with "Archived," "Expired," or "Invoiced" estimates.

This would make it much easier to track high-priority leads and ensure timely follow-ups.

Thanks for considering this! I’d love to hear your thoughts.

Re: Add Tagging System for Estimates in Square Invoices - Status changed to: Not currently planned

Ellie_ — Fri, 21 Feb 2025 15:00:17 GMT

Hi there, @sonoranocotillo,

We appreciate you sharing your business use case and why it would be valuable for you. If you know of any fellow Seller Community members who would like to see this built out as well, feel free to tag them in your post so they can share their thoughts as well! The more sellers chime in to the request, the more likely it is to catch our product team's eye.