To rename estimates to Quotations
Hi,
can you rename estimates to Quotations
as Estimates is not quotations and it is not legally binding
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William Fitch commented
Hi Reshma. I know I can create a quotation document in the estimates module - and have done - but that's not the point. Why not create a Quotation module? It can't be that difficult, can it? The problem is that although the document is called a quote the process that appears to the client is called estimate. Is there a specific reason it can't be done?
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Anonymous commented
Indeed, estimates and quotations are completely different things legally.
Zoho has no mechanism at all to provide the distinction. -
Hi All,
You can rename the Estimates to Quotes/Quotations under the Template settings. To do this, please follow the steps provided below:
* Click the Gear icon on the top right and select "More Settings".
* Select "Templates" from the left side panel and select "Estimates". Hover over your default template and click "Edit".
* Under "Header & Document information", change the "Document Title" to "Quotations/Quotes".
* Hit on Save.