Different industries use different terms for the same documents. A builder might send "Estimates", a consultant might send "Proposals", and a photographer might send "Quotes". BillSend lets you set the label that suits your business.
How to change the label
- Go to Settings in your dashboard
- Find the "Document label" option
- Choose from Quote, Estimate, or Proposal
- Your choice applies to all new documents immediately
The label appears on the document itself, in the subject line of emails, and on your dashboard.
Invoice labels cannot be changed — an invoice is a legally specific term. Only the quote/estimate document type can be relabelled.
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