Zoho invoice logo FAQ
/
Back

I want to change Quote to Proforma Invoice in PDFs. How do I do that?

You can change Quote to a different name in PDFs like Estimate or Proforma Invoice by editing the PDF template. To change the name:

  • Go to Settings and select PDF Templates.

  • Select Quotes and click Edit on the template for which you want to change the document title.

  • On the Edit Template page, navigate to General > Transaction Details and go to Document Details.

  • Under the Show Document Title checkbox, enter the preferred document name/title in the field. For example, you can edit Quote and set it as Proforma Invoice.

  • Click Refresh Preview on the top right corner of the page to view how the document title will be displayed on the PDF.

    Show Document Title

  • Once you’ve previewed the document or template, click Save.

Now, you can send quotes to your customers with your preferred title displayed on the top.

Was this document helpful?
Yes
No

Thank you for your feedback!