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1. Open Settings

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Click Settings from the main sidebar to access your account configuration options.

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2. Go to Defaults

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Click Defaults to access your default configuration settings.

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This section is where you can manage preset values used across your account.

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3. Enter Your Estimate Prefix

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Enter the estimate prefix you want to use going forward.

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For example, if you enter EST, your estimates can be labelled with that prefix before the estimate number.