Topic
When you choose 'Estimate' mode for a Document Theme, the term "Quote" is replaced with "Estimate" in customer-facing communications.
Instructions
- Head to Settings > Document Theme
- Select an existing, or create a new Document Theme
- Change to the Quote tab in your document theme
- 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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