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Edit Estimate


Step 1: To edit an estimate, click on the action icon as shown in the screenshot below.

Action Icon

Step 2: Make necessary changes to the estimate and click on generate estimate.

Edit Estimate

There are a few options which are little less evident, you can leverage these options to further customize/edit your estimate. You may change the word "bill to" or you may change the name of the document from "Estimate" to either "Quotation" or "Proforma Invoice". You can also delete a line item from the estimate.

Edit Estimate



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