Focus:  The focus of this self-help document is to provide you information and steps on how to rename Services, Products or Subscriptions section(s) names for the price table.

Please note:  Services, Products and Subscriptions section names are changeable for templates and proposals. However, they remain the same in Catalog. There are two ways to achieve this.

Step 1: Step 2-Editing Names. You can edit section titles on the Step 2 of Proposal creation process. Navigate to the Section name and click “Edit Title” next to the Section name

Step 2: Alternative editing of names. You can also do this from Settings -> Labels and Emails -> Labels -> Catalog/Pricing Table

Step 3:  Rename required labels and click “Save Labels”

Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.

Posted in: Proposals