Choosing the word “Quote” or “Estimate” for communication to clients

Depending on the region you are in, sometimes you are bound by terminology that your customer sees.  We have addressed this by allowing you to choose between “quote” and “estimate”.

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In order to select your preference:

  1. Go to SETUP
  2. Edit Profile and Scroll to the bottom
  3. Under “Quote or Estimate” choose your preference and SAVE.