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Ceevee
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Hi there. I have a similar issue.

 

I have selected the option to use the term "quote" instead of invoice. In the PDF quote document itself, it has the word "Quote" above the customer's address and also next to the quote number.

 

However the term "estimate" is still used elsewhere, which is very confusing for our customers:

1) the PDF file has the word "estimate" in its filename e.g. Estimate_Q1234_from_MYCOMPANY.pdf - why isn't it using "Quote" like I've selected? and

2) in the summary which appears below the email text, it has "----Estimate---" as the header:
2020-08-21_17h46_05.png

This is like a very confusing half-way house - half quote, half estimate. Is this something I can change?

Thanks for any insights you guys can provide!

 

Ceevee

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