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How to change Estimate name to Quote, Quotation & Proforma Invoice?
How to change Estimate name to Quote, Quotation & Proforma Invoice?
Harshal Katre avatar
Written by Harshal Katre
Updated over a week ago

Under ProfitBooks, there are predefined names given for the ease of use.

For ex: Clients as Customers

Seller as vendors

However, the user can change such name as per there convenience through the settings page of ProfitBooks. One of such changes in this article is about changing name of Estimate to Sales quotation.
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To change the name first you have to go to Settings page > Other Preferences > Change Default Labels.
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Now you can change the default labels from drop down list. You can change the following labels:

  • Customer

  • Estimate

  • Warehouse

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