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Change the title of the estimate form

To create an estimate with a different title—such as Bid or Proposal—use estimate templates. If you don't see a template you want to use in the Template drop-down list of the Create Estimates window, you can use this procedure to create your own template.

To do this task

  1. Go to the Lists menu and click Templates. Shortcut

  2. Click Templates at the bottom of the list and then click New.

  3. Select Estimate in the Select Template Type window and click OK.

  4. In the Customize Estimate window, enter a name for your template.

  5. Enter the title you want (Proposal, for example) in the field next to the Title checkboxes (this is the first field on the Header tab).

  6. Click OK to record the new title.

To use this template in future estimates, choose it from the Template drop-down list in the Create Estimates window.

See also

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