1. Help Center
  2. Amberlo Settings

How to set default Estimate Template?

If you have administrator rights in Amberlo you can easily to set default Estimate Template:

  1. Go to the General Settings and click Bills in the left-hand menu.
  2. Click the tab ESTIMATES.
  3. Select Template from the list (Estimate or Report).
  4. Click the button Save to save your changes:

How to set default Estimate Template1

Note: Be sure you selected a proper company (or branch) if you have more than one company (or branch).

For more information on how to set other Estimates settings, click here.

 

We hope this will help you to start using it smoothly. If you have any questions or feedback, please feel free to contact us via support@amberlo.io. We are always happy to hear from you!