There are two different ways you can access the Settings page:
You can directly access the Settings page, by hovering over the Quote feature from your MobiWork menu, and clicking on the "Settings" option:
While you are on the Quotes feature page, you can also click on the More Actions button located at the top-right of your MobiWork web interface, and from the drop-down select the "Settings" option:
Once you are on the Settings page, there will be several different sections that you can access to further customize your quotes:
In the General section of the Settings page, you will be able to update various aspects of your quotes, including the term that you refer to your quotes, etc.:
To edit these settings, click on the Pencil icon. The Edit Quote Settings pop-up window, will then be automatically open:
In this pop-up window you can:
Update how you refer to your quotes to another term (e.g., singular: estimate, plural: estimates)
Indicate what number system you would like to use to manage your quotes (MobiWork ID is selected by default)
The default number of days the expiration date should appear after the quote has been generated
Once you are satisfied with your changes, click on the Save button to implement your updates.