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January 14, 2022
Question

Is there a way I can rename the text on the PDF filename from Estimate to Quotation?

  • January 14, 2022
  • 1 reply
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In my industry customers want quotes not estimates. I have quotation written everywhere except the PDF filename of the quotation where it displays "Estimate". Is there a way to change this?

1 reply

January 14, 2022

Hello Cyruscontrols, 

 

Welcome to the Community page, 

 

If you go to the main cog wheel> custom form styles> if you have not got an estimate template then you can click new style>estimate> in the design part you can rename it quotations then in the content section click on the top box on the right hand side then in the form section on the left where is says estimate then a box if you enter quotations in there it will then show up on your template for you click on done then when you create a new estimate make sure before you send it out to a customer that it is on the correct template by clicking on customs at the bottom and making sure that the correct template is ticked then you can send it off,