Estimate vs Quote

Customize the title of your documents to match your business terminology.

Changing the Document Title

Depending on your industry or preference, you may want to use "Quote" instead of "Estimate" as the title on your documents.

How to Change the Title

  1. Open an estimate in Draft status
  2. Tap or click on the title at the top of the document
  3. Type your preferred title (e.g., "Quote", "Proposal", "Bid")
  4. You'll be asked if you want to save it as the new default
Note: The title can only be changed when the document status is Draft. Once sent, the title becomes fixed.

Estimate vs Quote

📝

Estimate

Suggests an approximate cost that may vary. Common in construction and home services.

📋

Quote

Implies a fixed price. Common in retail and professional services.

Tip: Choose the term that best fits your industry standards and client expectations for consistency across all your documents.