Creating an Estimate Theme

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Settings


When you choose 'Estimate' mode for a Document Theme, the term "Quote" is replaced with "Estimate" in customer-facing communications.


  1. Head to Settings > Document Theme
  2. Select an existing, or create a new Document Theme
  3. Change to the Quote tab in your document theme
  4. Change Document Contract Type to Estimate


Additional Information

Once you set this document theme as the default your new quotes will be as " estimate" .

Currently, once you change your document theme, your previous quotes sent, in your quote preview will show up as "estimate" as well.


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