Quotes: Generate as legal 'Estimate' instead of quote
I believe being able to update all fields to show the word Estimate rather than Quote would be extremely beneficial. I have been able to update all except for the wording of Online Quote Link
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Kellie Galati
shared this idea
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Tom Pivac
commented
Agreed. For small businesses/trades we never quote. Every job is estimated. I think if Xero would find that the quoting system would get used a lot more if it was actually an estimating system.
I avoid using the quoting system because its too much hard work to create quote, download pdf, rename PDF to say estimate, email to client, then manually change to accepted.
Surely its not too much extra coding to just change the customers links to "accept estimate" etc instead of "accept quote"? -
Kellie Galati
commented
To make this a legal Estimate rather than a Quote, all fields need to say Estimate, not quote.