Thanks for getting back to us, srmoon.
I'm here to provide you with some information about changing the PDF's name when emailing an Estimate via QuickBooks Desktop.
Right now, there isn't a way to change the Estimate's name when attaching them as PDF into the email. Even if you change the template name as Quote, it will still show as Estimate when printing since the Estimate is the general and default name for the original template.
I can definitely see how this feature would be useful. I'll be sure to submit feedback on your behalf.
You may find this article helpful: https://quickbooks.intuit.com/community/Income-and-expenses/Create-an-estimate/td-p/203673.
For additional assistance, feel free to reach out to our Customer Care Team. To reach us, please follow these steps:
- Go to: https://help.quickbooks.intuit.com/en_US/contact.
- Choose your QuickBooks Product.
- Select your QuickBooks version.
- On the Contact Us page, click a topic.
- Click on the Get Phone Number button to see the support number.
Keep me posted if you have questions about quotes or estimates in QuickBooks Desktop.
