I’ve tried changing the title to Quote but it still comes up as Estimate. Surely its time this was sorted out properly now that it is paid for software.
Hi @kevlinnell
I’ve moved your post to a new thread as the other one is a feature request.
Where are you seeing references to quote? I’m happy to take a look at this for you if you can provide a bit more detail.
Ive tried going into invoice customisation and changing estimate name to quote but when I create new estimate it still says estimate. Why is there not a dedicated quote option?
The estimate/quote feature is interchangeable - you can change the title of the document to suit your business. What you’ve done is correct.
So you should have the following (or similar) under Invoice Customisation:
Then, under Sales, select Create new estimate. This is just the name of the document on QuickFile, it doesn’t affect the name on the final document.
Create your quote/estimate as normal, and preview it. When you preview it, you should notice the title has changed to what you’ve entered under Invoice Customisation:
Style may vary depending on your invoice template
This topic was automatically closed after 7 days. New replies are no longer allowed.