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Can I change the Estimate template from Service Date to Product/Service?

 
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Moderator

Re: Can I change the Estimate template from Service Date to Product/Service?

Happy to have you here in the Community, rkerr.

 

I'm happy to help share information about changing estimate template.

 

If you'd want to remove the Service date field on the Estimate template, here's what you'll need to do:

  1. Click the Gear icon at the top.
  2. Select Account and Settings.
  3. Click Sales in the left navigation menu.
  4. Go to Sales for content section, then uncheck Service date.
  5. Click Save.
  6. Click Done.

This will point you in the right direction, rkerr.

 

For additional reference, I'm attaching some articles that you may find helpful in the future:

I'd appreciate if you can update me on how it goes. I'm always here to offer additional assistance. Have a wonderful day ahead.

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