How to change documents names?

Depending on your country, documents names may not be relevant.

For example, an Estimate can be called Quote or Proposal depending on companies.

To change the name of a document, go to Settings > Sellsy Add-on > Sales Management > Documents layout and open (or create) a layout.

Then type the desired value in the Document name field:

Now, all new documents using this appearance will display the new title:

Note: you can associate this layout with a document type in the layouts management page.

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