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Replying to:
jamespaul
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Hello, ccsigns.

 

Yes, and you did the right steps in changing the "Estimates" to "Quote." I have a couple of solutions to help you apply the new "Quote" form name. 

 

Do you have multiple custom forms? If so, ensure to select the correct template when creating an estimate. Here's how:

 

  1. In the estimate creation window, click the Customize button.
  2. Select your template with the "Quote" form name.
  3. Click the Print or Preview button to double check. 

 

formname1.PNG

 

Are you also trying to change the wording on your email messages? If so, you'll want to do it in your Account and settings. Here's how: 

 

  1. Click the Gear icon, then choose Account and settings.
  2. Go to the Sales tab, then open the Messages column. 
  3. Select Estimate under the Sales form drop-down menu. 
  4. In the Email subject line box, change "Estimate" to "Quote."
  5. Click Save and Done

formname2.PNG

 

Note: These will only apply to the customer-facing view. QuickBooks will still use "Estimate" for the user interface and reporting. 

 

Need help recording your sales and managing your customers? Check out the articles under this topic for guides and details. Scroll down to the More Help Topics section if you need assistance taking care of other things in QuickBooks Online. 

 

Drop by in this thread again if you have future concerns with QuickBooks Online. I'm more than happy to offer help. Good day ahead. 

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