A description of products, services or work to be performed can be called different things in different industries. Choose what best fits your business.
To rename a Quote to Estimate or Proposal
1. Navigate to the General settings page by clicking Settings > General settings
2. Choose the title that best fits your business from the three options
- Estimate
- Quote
- Proposal
For example, from Quote
to Estimate
And the Quote will be renamed to Estimate.
3. Click Save
Don't forget to download the Rounded mobile app!