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 the sidebar
- Open the Documents tab
- Under "What do you call your quotes?", choose Quote, Estimate, or Proposal
- Save — your choice applies to new documents straight away
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.
Frequently asked questions
Can I rename "Quote" to something else in BillSend?
Yes. Go to Settings, open the Documents tab, and under "What do you call your quotes?" choose Quote, Estimate, or Proposal.
Where does a custom document label appear once changed?
The label appears on the document itself, in the subject line of emails, and on your dashboard.
Can I rename the "Invoice" label too?
No. Invoice labels cannot be changed because an invoice is a legally specific term — only the quote or estimate document type can be relabelled.
Was this helpful?
Get started free
Ready to send your first quote?
Create an account in seconds. No credit card required.