How to Electronically Sign Estimates Directly in QuickBooks Online Advanced

Small and mid-size businesses have to juggle everything from sales to hiring to overall operations with a lean staff of employees wearing multiple hats. In particular, the manual tasks associated with preparing estimates are often inefficient and take time away from the core mission of serving customers.

Even if your organization is using QuickBooks to manage your business accounting, you are likely often frustrated by the wait time for signatures and contracts to be approved and the delays in payments that impact your ability to manage cash flow. 

Now you can accelerate contract and invoicing processes by using Docusign eSignature to digitally sign estimates directly from QuickBooks Online Advanced. 

Electronic signature in Quickbooks Online Advanced

How e-signature can help grow your business 

Refocus time on higher value customer activities

The majority of small and medium sized businesses (SMB) require financial or monetary documents such as estimates to be signed at least once a week. These documents and forms can be sent through QuickBooks, but require a paper-based signature that must be collected manually. Such processes can be inefficient, expensive or antiquated. With Docusign eSignature, 82% of all agreements are completed in less than 24 hours and average signing turnaround time is reduced by more than 80% versus paper signing processes. With time back, small businesses can shift focus on accelerating sales and growing their businesses.

Accelerate cash flow

As many SMBs, especially in the professional services industry know, once your services have been delivered, you often have to wait 30, 60 or even 90 days to receive payment. At the same time, you have to pay your staff and other bills while you wait. 69% of small business owners have been kept up at night by concerns about cash flow. 61% regularly struggle with cash flow and getting paid on time. By integrating eSignature with QuickBooks, you can automate workflows and go from quote to cash faster and more efficiently. 

Improve contract process efficiency

SMBs today frequently use multiple different apps to run their business, often creating duplicative work to keep these systems in sync. By leveraging eSignature within QuickBooks, you can go from proposal to contract execution to cash all within the same workflow. The integration allows you to pull information such as estimates directly from QuickBooks Online Advanced into Docusign. Docusign also improves visibility into the process, so you know the status of pending approvals and who needs to sign off next. 

How Docusign eSignature and QuickBooks Online can help

  • Send estimates for e-signature from within QuickBooks
  • Pull information (e.g, invoice information such as estimates, recipient name) directly from QuickBooks into Docusign 
  • Add a digital payment tag or agreement action to your documents, so you can get paid as soon as you collect a digital signature and streamline your quote to cash workflow.
  • Track status of documents (whether it’s open or signed)                                                                                                                                                                       
  • Save an average of $36 per agreement ​by reducing hard costs and improving employee productivity. ​

Learn more about Docusign eSignature and other Premium Apps for QuickBooks Online Advanced and how to use Docusign eSignature Connector by QuickBooks to get customer signatures on estimates. 

Connie Wu
Director, Business Development