I do not send "Quotes", in my line of work I send "Estimates" and whilst the terminology within Xero can say quotes, I would like the ability to have the PDF file which I send to my customer renamed so that it doesnt have the attachment name of "Quote xxxxx" and can be called "Estimate xxxxx" or something else. The filename could be set in the settings part of the program where the templates etc are. It might be also worth having all of the attachment pdf names configurable because I can see (for example) in the legal industry they may want to call an invoice a "fee note"
Kevin Law
supported this idea
·
I do not send "Quotes", in my line of work I send "Estimates" and whilst the terminology within Xero can say quotes, I would like the ability to have the PDF file which I send to my customer renamed so that it doesnt have the attachment name of "Quote xxxxx" and can be called "Estimate xxxxx" or something else. The filename could be set in the settings part of the program where the templates etc are. It might be also worth having all of the attachment pdf names configurable because I can see (for example) in the legal industry they may want to call an invoice a "fee note"