Support / FAQ

How to rename Catalog Types, Services, Products and Subscriptions?

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

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

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

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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