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Can I change the term 'Estimate' to something else?
Can I change the term 'Estimate' to something else?
Updated over a week ago

Yes, you can change the term Estimate to instead be Proposal, Quote, or Bid to match your company's terminology. The new term will also be displayed on your customer-facing PDFs.

To change this term, click Company Settings in the lefthand menu, then Estimates & Invoices. Under the General tab, click Estimate Record Name and choose the terminology you want to use from the dropdown. After making changes, be sure to click Save.

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