Zoho Invoice

FAQ

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I want to change Quote to Proforma Invoice in PDFs. How do I do that?

You can change Quote to a different name in PDFs like Estimate or Proforma Invoice by editing the PDF template. To change the name:

  • Go to Settings and select PDF Templates.

  • Select Quotes and click Edit on the template for which you want to change the document title.

  • On the Edit Template page, navigate to General > Transaction Details and go to Document Details.

  • Under the Show Document Title checkbox, enter the preferred document name/title in the field. For example, you can edit Quote and set it as Proforma Invoice.

  • Click Refresh Preview on the top right corner of the page to view how the document title will be displayed on the PDF.

    Show Document Title
  • Once you’ve previewed the document or template, click Save.

Now, you can send quotes to your customers with your preferred title displayed on the top.

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