Renaming Quotes, Proformas & Estimates

By default Quotes are enabled in Tally.  You can rename quotes by going to Settings > Quote Settings.  If you've already renamed quotes then this will appear with the updated name, i.e. Estimate Settings.

  • Use the Name field to change how quotes are referred to in Tally.  This will also change the Quotes label in the main menu bar.
  • Use the Heading field to change the heading that appears on the document.
  • Use the Quote Ref field to change the quote reference field that appears on the document.

When you’re ready, click Update.

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