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How To Change The Document Title And Sub-Title In A Sales Quote

To alter the title (and sub-title) or your sales quote can be done within the Sales Quote Editor a couple of ways:

  1. Directly by clicking the title at the top of the screen
  2. By bringing up the Cover Page settings by clicking More

Both of these processes are outlined in the steps below:

The simplest way to edit the document title is by double-clicking the top bar in the Sales Quote Editor.

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From here you will be able to directly edit the Title (and Sub-Title) of your sales quote.

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The second way is by clicking More in the right-hand menu. 

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Then select Cover Page from the options list. 

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From the Cover Page options, you can edit the Title and Sub-Title, along with other cover page settings.

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