estimates

Estimates are called Quotes in my country. How do I change its name in Zoho Books?

You can edit the title from ‘Estimate’ to ‘Quote’ or vice-versa easily by performing the following steps:

  • Click on the Gear icon on the top right corner.

  • Navigate to Templates -> Estimates.

  • Click on Header & Document Information.

  • Edit the Document Title column from Estimate to a text of your choice(Eg: Quote).

  • Click Save for the changes to take effect.

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