Can I rename estimates to quotations?
  • 20 Jun 2022
  • Contributors

Can I rename estimates to quotations?


See how you can add custom document types or change existing titles on your estimates.

Estimates is a feature that enables you to present your service to your client and close the deal. You can name the document type as you please or create more than one types (e.g. quotation, proforma, proposal, etc) to cover all of your needs.

For the purpose of having more than one type of "Estimates", you can go to Settings-> Document types-> Add and create a document type that applies to Estimates as shown below.
proposal_example3

Take the case of creating a proforma invoice/shipping note for a step-by-step example of creating a custom document.

How to rename

1. "Select"

To proceed with renaming an existing document type, you may go to "Settings-> Document types" and select the desired type from the list, in this case "estimates"
estimate45

2. Click "Edit"

edit_564

Click "Edit" to proceed with your changes.

3. Translations

After you click edit, you will be able to modify how the title appears on the estimates of each language, through 'translations'.
dre5jitled

Click translations and in the card below will open as soon as you click the link (image below)
prosthiki2

Tip! You may also change the title of the document type so it appears in the system exactly as the printed title.
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The changes will take place immediately. The document tile will change in all documents created using the document type. See below:
quote_1


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