🤔 Is your estimate not using the correct set of terms? It's likely because you haven't assigned a set of terms to your various estimate types!
➡️ Skip to the 1:33 timestamp in the video below.
How to Assign Terms to Estimate Types
1. Click the person icon in the top right and go to your Account Settings > Estimates > Estimate Types section and select each one.
2. Once you have selected an estimate type, choose which set of terms you would like to set as the default.
Please note: Once you do this, it will only affect new estimates made. Learn how to change a set of terms on a previous estimate.