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.