Sending estimates

[Tazzy666uk]

Hi, new here and new to Square.  I bought a machine to help me with customer payments on site.... however, without reading the smaller print and detail I found that Square was so much more. I am a tradesman, not a store, FYI.

So, i have set up contracts and estimates etc and have two questions:

1.  I can send estimates, but sometimes want to be able to send a quote. Legally they are completely different, but I cannot find a way to send a Quote, as the 'Estimate' header doesn't appear editable..... is it?

2. I sent a client an estimate with a contract attached.  They get it ok and in the email body there is a link to "View Estimate" and "View Contract". However, when clicked, it takes them to a Square Login/Signup page..... Surely they don't need to go through all this just to read it? I was rather hoping they would click it, read it and accept.  Signing up is likely to put off some of my clients, and I was really hoping to make use of this now that I have set it all up.

Would appreciate any comments on this before I head to the support chat.

thanks

[Breffni]

Hi @Tazzy666uk thanks for your post and welcome to Square 🙂 

You can use Square as a tradesman for sure, not all features are designed for shops/restaurants. 

According to our resources 'With Square Invoices, you can send clients an estimate so they can review a quote before moving forward with the goods or services.' It looks like Estimates are intended to work as a Quote here. 

With regard to editing the Header - I don't think it's possible but I can do some testing - what would be the use case for editing it? I can see if there's something we can come up with. 

The second issue definitely seems like something is amiss - the customer will get a PDF of an estimate so, I'm not sure what link they received but no, they won't need to log in anywhere. 

If possible I would suggest sending yourself a test contract or estimate to see how the flow works. Feel free to send a screenshot otherwise of that particular case and I can take a closer look. 

[Tazzy666uk]

Hi Breffni, thanks for getting back to me.

Legally, in the UK an estimate does not work as a quote, hence the need to be able to offer 'quotes'.  50/50 I offer fixed price jobs without the need to give an estimate but as you see from the attachment, it is titled "NEW ESTIMATE". I can see from searching the forums that this has been asked before.  I cannot use Square if I cannot send 'quotes'. 

When I send an invoice, there is a link to download a PDF

When I send an estimate, it is a link to Square's website with a need to log in or signup.

When I send an estimate with a contract, the contract is also a link to the Square website.

I did do a test when signing up and going through the tutorial..... it is the same as above.

Thank You

Screenshot 

[JJ_]

Hello @Tazzy666uk

This is good feedback, and will go ahead and pass it over to our product team for their visibility and consideration.