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 Numbers and names page by clicking Settings > Numbers and names
2. Choose the title that best fits your business from the three options
Estimate
Quote
Proposal
For example, from Quote to Estimate
3. Click Save
The Quote will be renamed to Estimate
Remember to download the Rounded mobile app!