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:
- Directly by clicking the title at the top of the screen
- 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.
From here you will be able to directly edit the Title (and Sub-Title) of your sales quote.
The second way is by clicking More in the right-hand menu.
Then select Cover Page from the options list.
From the Cover Page options, you can edit the Title and Sub-Title, along with other cover page settings.