How to change a date in my estimate?

When creating an estimate, the software automatically shows the date of creation. Now if you are just preparing an estimate today and want to send it a few days later, you are required to change the date.

Here is a method to change the date:

Web App

  • Create a new Estimate or open the existing one
  • Open the existing one, click on the “date” tab and then select the date that you want
  • Create a new estimate, you would be able to add a date as you want

iOS/Android

  • Tap on Estimates
  • Create a new estimate and add a date
  • If opened already created one, tap on the “EDIT” tab and scroll to the bottom
  • Under Document Details, you will find the Date section. Tap on Date and the calendar will pop up.
  • Select the date and press ok
  • Click on the save button
  • Estimate saved for the new date

Now you can send the estimate to your client.

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