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How Do I Change the Description of Quote to Estimate?
- Click on Settings
- Click on Document & Logo Settings
- Click on Terminology & Email (on the mobile app press on the blue button with the three white lines and there select Terminology & Email)
- Click on the drop down under Quote name
- Click on the drop-down menu to change the text to Estimate
- Click Save
NB. You will need to restart your app for the changes to take effect.