To change the file name of an open estimate:
Click on the Main Menu < File Menu.
Click Rename…
Type the new name and click OK.
To rename an estimate that is not open:
Click the Open Estimate icon on the Toolbar or from Main Menu < File Menu.
Click the three dots at the right of the file you want to Rename.
Click Rename…
Type the new name and click OK.
Tips:
Renaming an estimate deletes the estimate under the old file name and creates the same estimate under the new file name.