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Here is the Solution!! Go to gear Icon, Custom Form Styles, New Style, then I selected Estimate and just edited the field to say Quote, and then customized the other fields as needed. I then renamed it "Quote" and when I am in Customer tab, I can go to New, then select Quote to choose my design over the default estimate design. I am very new to QBO so hope this helps other folks who are in a similar position!
Here is the Solution!! Go to gear Icon, Custom Form Styles, New Style, then I selected Estimate and just edited the field to say Quote, and then customized the other fields as needed. I then renamed it "Quote" and when I am in Customer tab, I can go to New, then select Quote to choose my design over the default estimate design. I am very new to QBO so hope this helps other folks who are in a similar position!
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