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!

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