Change Estimate to Quote on PDF

Commusoft will now allow you to change the Estimate PDF to say Quote. 

 

  1. Click the settings icon in the top right corner

  2. Click System settings

  3. In the Estimates section click on Setup templates

  4. Click Edit next to the Estimate you'd like to be called Quote

  5. Tick the box related to the Estimate/Quote terminology

  6. Click Save

When you generate estimates with this template, the PDF will show 'Quote' instead of 'Estimate' in the top right corner.

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