Service Geeni

The <b>Quotation Type</b> name/s are set within the Service Geeni System, so in short "No" you cannot rename them.

<i> You may not have all of these enabled on your Service Geeni system.</i>

We are always reevaluating our roadmaps and looking for new 

Please raise a change request or vote for the ones that you would most like to see.

Can you rename Quote types?

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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