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Estimate/Quote switch

Change estimate to quote or quotation

Updated over a week ago

For selected countries, a switch is enabled at ⚙️ Settings - Template design and settings - Estimate settings, where you can select Quote or Estimate.  When creating a new document the new document name appears on the PDF file.


Alternatively, you can rename an Estimate/Quote in the Settings to Quotation.

  • Navigate to ⚙️Settings Template design and settings and choose Custom labels 

  • Select a language if necessary and change the name from Estimate to Quote or Quotation

  • Change also the label Estimate No. to Quote No. or Quotation No.

  • Go back and Save the Settings

note: This change happens instantly to all documents

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