By default the quote time and date variables come with pre-defined values. You can update this values.

Example: For an event planning business “Required Date” can be changed for “Event Date”


There are 2 methods to customize your quote times and dates descriptions:

METHOD 1: From the Home Screen.

Go to the initial setup section and select Step 3 "Date & Time Description".

METHOD 2: From the Setup menu

Go to Setup / Date & Time description

From here you can update the dates and time description. If you don't use dates or time you can add a dot "."  


The 1st date or default  “Required Date” plays an important role on the scheduling for quotes and contract calendar. The date entered on this filed on your quotes and estimates is the one that will be used to assign quotes and contracts to both calendars.