Creating an Estimate Theme

Who can use this?

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

Topic

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

Instructions

  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
     
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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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