Renaming a Quote
A quote's name is not just a label in your quotes list. When you send a quote for signature, that name is copied onto the signature document — it is what your signer sees in the request email and on the signed PDF. This guide shows you where to rename a quote, and when you can still do it.
What You'll Accomplish
By the end of this guide, you will know how to:
- ✏️ Rename a quote in place from the quote page
- 📋 Rename a quote from the quotes list, without opening it
- 🧾 Clean up a duplicated quote's name before it reaches a client
- ⏱️ Recognise when it is too late to rename
Renaming is only available while a quote is a draft. Once you send a quote, its name is locked — the signature request has already gone out under that name. If you spot a wrong name after sending, void the request and send a new one.
Why the name matters
Two ordinary actions produce a name you probably don't want a client to read:
| How you got here | The name you end up with |
|---|---|
| You duplicated a quote to reuse its line items | Copy of Acme Q3 Proposal |
| You duplicated the copy again | Copy of Copy of Acme Q3 Proposal |
If you send either of those without renaming, Copy of Acme Q3 Proposal is the title on the
signature request your client receives. Renaming takes a couple of seconds and happens before the
send, so it never reaches them.
Renewing an expired quote is different from duplicating one. A renewal is the same deal
re-issued, so it keeps the original quote's name — no Copy of prefix, no matter how many times
you renew it. Only an explicit duplicate adds the prefix.
Option 1: Rename from the quote page
Use this when you already have the quote open — for example, right after duplicating it.
Instruction:
- Open the quote you want to rename.
- Click the quote name in the page header. It turns into an editable text field.
- Type the new name.
- Press Enter, or click anywhere outside the field, to save.
The name saves immediately — there is no separate Save button. If the save fails, the field stays open with your text still in it so you can try again without retyping.
Option 2: Rename from the quotes list
Use this when you want to fix a name without opening the quote.
Instruction:
- Go to your quotes list.
- Find the quote you want to rename.
- Click the ⋮ (three dots) action menu on that quote's card or row.
- Choose Rename.
- Type the new name in the dialog and click Rename.
Naming rules
A few rules apply wherever you rename:
| Rule | What happens |
|---|---|
| Blank names are not allowed | A name of only spaces is rejected — a quote must have a real name |
| Extra spaces are removed | Acme Q3 is saved as Acme Q3 |
| Spaces inside the name are kept | Acme Corp keeps both spaces — only the ends are trimmed |
| Maximum length is 255 characters | Longer names are rejected; the check runs after trimming |
When renaming is unavailable
The Rename option is visible but greyed out once a quote leaves draft status — after it has been sent, accepted, declined, or voided. This is deliberate: the signature request has already been delivered under the current name, and quietly changing the title of a document someone has already received would be misleading.
If you need a different name on a quote you have already sent:
- Void the existing signature request.
- Duplicate the quote.
- Rename the new draft.
- Send the renamed draft.
Summary
Here's what to remember:
- A quote's name becomes the signature document's name when you send it
- Rename from the quote page header or the ⋮ menu in the quotes list
- Duplicates arrive as
Copy of …— rename them before sending - Renewals keep the original name and never accumulate
Copy ofprefixes - Renaming is draft-only; after sending, void and re-send instead
Your quote now carries a name you're happy for a client to read.