A Quote title is what will show up clearly in the Quote PDF so that your clients can tell right away what the quote is for.



It can be manually added when creating the Quote or you can set up an automatic default Quote title in your Quote Settings. that will appear for every quote created - and can still be edited.


To add a Default Title in the Web Portal, first make sure that you have administrator user type or permissions, and then go to Settings cog > Accounts > Quotes > Quote Title > Enter the title you want > Save at the bottom of the page.


In the App, Log in > Settings cog > Quotes > Quote Title > Enter the title > Save.


To edit the Quote title manually, when you open the Quote, you can edit in the field called Title.