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  2. Frequently Asked Questions
  3. Sales: Invoices, Quotes, Worksheets

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
  • Screenshot 2021-11-03 11.57.16
    Screenshot 2021-11-03 12.42.36
  • 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.