How do I Customize the Estimates App?

Updated on February 2, 2017 09:09PM by Admin

Estimates App settings are provided with meaningful defaults. You can customize according to your requirements by configuring the application.

Steps to Customize Estimates App

  1. Log in and access Estimates App from your universal navigation menu bar.
  2. Click on "More(...)" icon and select "Settings" located at the app header bar.
    settings estimates 

A popup will appear with the group of configurations on the left, now we’ll go through each one with their actual values and adjust the actual values on the right:

Related Links

Create new estimate | Create PDF templates | Create PDF templates using custom attributes | Add custom attributes to estimate lines | Message templates.