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Setting a Default Presentation
Setting a Default Presentation
Staci Mitchell avatar
Written by Staci Mitchell
Updated over 10 months ago

By setting a default presentation, you can make sure that the right presentation is always linked to your estimate, making your workflow more efficient.

How to set a default presentation

1. Click the person icon in the top right and go to your Account Settings > Estimates > Estimate Types section and select one.


2. From the Presentation drop-down choose which presentation you would like to set as the default.


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πŸ“Note: This change will only apply to new estimates created.

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