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Change Quote Name
Change Quote Name
Mike Walsh avatar
Written by Mike Walsh
Updated over a week ago

This feature will allow you to have the ability to override the Template's name when creating a Quote by simply entering the desired name in the Quote Name field as per the screenshot below:

This can be very useful for adding a project name to your Quote, for example. As before, be aware that the Quote Template name does appear on the Web View of the Quote and Quote PDF, just above the pricing table:

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