How do I change an estimate to a quotation?

I can walk you through on how to change an estimate to a quotation, rbtreemasters.

We can customise your estimate template. Let me show you how:

1. Go to the Gear icon and select Custom form styles.
2. Click New style and select Estimate.
3. Select the Content tab and click the Header section.
4. Change the form name from Estimate to Quotation.
5. Make any necessary changes. Click Done.

You can also make it the default Estimate/Quotation template. Click the drop-down arrow under Action and choose Make default.

That's it! Please let me know if you have other concerns.