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 Quote terminology
4. 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
5. Tap Save
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