Customize Estimate

Do you want to change the way your estimate looks? You can do it through estimate templates. You can customize your estimate in two steps:

Select Template

A template gives you an outlook on how your estimate might look. It consists of fields and information which are displayed in a particular order.

To choose an estimate template:

Preview Template

Customize Template

Once you’ve selected a template, you can edit and modify the fields inside it. Here’s how:

Edit Template

Once you make changes in the template, you can view them (on the right side of the page) by clicking Preview button at the bottom of the page.

You can also make changes to the template directly from the estimate. Here’s how:

You can view the estimates settings by going to Settings > Preferences > Estimates. You can also add Custom Fields and Custom Buttons in this page.

Next >
Convert To Sales Order

Related >

Want a feature?
Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial


Online accounting software
for small businesses.