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!