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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Mark Bailey
commented
That would be the best idea, as a builder, the word estimate would be very useful.
On extensions and new builds, there’s a lot you cannot foresee and the word quote ties you in to losses -
Greg McInnes
commented
Why can't they just add another another field as estimate as well.as quote.
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Greg McInnes
commented
Agreed, I tried changing the "quote" text to estimate but the email states it's quote. 🤦
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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.