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.

To change this term click 'Company Settings' in the lefthand menu, then 'Estimates & Invoices', then 'General', click 'Estimate Record Name' and choose the terminology you want to use from the dropdown, and finally, click 'Save':

Congratulations, you just changed the name of your estimates. If you need any help please email us at or live chat with us using the blue button in the bottom right corner.

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