How can I add specific custom fields to my estimates?

For organizations created before 22nd November 2015, to add custom fields to your estimates,

  • Go to Settings -> Preferences -> Estimates and enter the desired fields in the Custom Fields section. You can add upto 10 custom fields.

Custom Fields

For organizations created after 22nd November 2015, you can add custom fields of different data types. Click here for more information.

To add custom fields with data types, Go to Settings -> Preferences -> Estimates -> Custom Fields -> + New Custom Field.

Custom Fields New

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