On desktop? Click HERE for the desktop help article.
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. Open the Rounded mobile app
2. Tap the Settings icon
3. Under INVOICE AND QUOTES, tap Terminology
4. Choose the title that best fits your business from the three options
For example, from Quote
And the Quote
will be renamed to Estimate.
5. Click Save
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