Changing the estimate document default name of "Estimate" to something other

[drewjonh]

I'm attempting to change the Estimate document to read as Agreement as opposed to Estimate. any suggestions

[fkarnes1]

The best work around I have found for this is editing the name of the estimate to what ever you like. If you  click on the pencil to edit, you can rename the estimate to anything you like, when it is sent to the client the pdf attachment is the name you created. So if you say "agreement" in the estimate name, it will send to the client "agreement" I hope that makes sense and helps! 

[Sheena_Palacios]

Hi @drewjonh - are you referring to the estimate template under invoicing>email settings that goes out to the customer when an estimate is created?