I want to change Quote to Proforma Invoice in PDFs. How do I do that?

You can change Quote to a different name in PDFs like Estimate or Proforma Invoice by editing the PDF template. To change the name:

• Go to Settings and select PDF Templates.

• Select Quotes and click Edit on the template for which you want to change the document title.

• On the Edit Template page, navigate to General > Transaction Details and go to Document Details.

• Under the Show Document Title checkbox, enter the preferred document name/title in the field. For example, you can edit Quote and set it as Proforma Invoice.

• Click Refresh Preview on the top right corner of the page to view how the document title will be displayed on the PDF.

  

• Once you’ve previewed the document or template, click Save.

Now, you can send quotes to your customers with your preferred title displayed on the top.