Yes, you can change the term 'Estimate' to instead be 'Proposal,' 'Quote,' or 'Bid' to match your company's terminology. The term will also be displayed as you select on your estimate PDFs. To change the setting, click here. On the 'Estimates & Invoices - General' page, choose the terminology you want to use from the dropdown and then click 'Save':

Congratulations, you just changed the name of your estimates. If you need help with setting up your estimates, contacts us:

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