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January 21, 2021
Question

I want to use an estimate form as an Application 4 Payment. Can I remove the default ending to the email - it refers to "estimate", also remove the word estimate from PDF

  • January 21, 2021
  • 1 reply
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1 reply

January 21, 2021

Hi sallyhaynes,

 

You can create a new default estimate template for this by following the steps below:

 

1) Select the Cog > Custom form styles 

2) New style > Estimate

3) Content > Click into header > Form > Change form name in 'Estimate' field

4) Emails > Edit subject line

5) Click 'Done' to save when finished editing

6) To make default, select the drop-down beside the template > Make default

 

Hope this helps!