Estimates can be customized on a global level by navigating to Management Module > Customers > Statements > Estimate. On this page, you can add customized messages and information to the Estimates your customers receive by entering text in the boxes below.


Customizing Estimates:

  • (A) Select Template: Select which template version you prefer. 
  • (B) Address location: Set your address to display in either the header or the footer of the Estimate.
  • (C) Display Name: Customize the name displayed in the top-right of the header.
  • (D) Shipping Label: Customize the label shown for shipping amounts entered during step 3 of order entry.
  • (E) Custom Text 1: Custom Text Field that shows to the left of totals. 
  • (F) Custom Text 2: Custom Text field that displays centered, under totals. 
  • (G) Footer Custom Text 1: Custom Footer Text.
  • (H) Footer Custom Text 2: Custom Footer Text.
  • (I) Default Display Options: Click here to select the default print settings for your Estimates.
  • (J) Click Save Estimate Settings to Save changes.