Edit a Quote

11Jul

Edit a Quote

By Send Quotes 0 Comments

You can Edit the draft quote or the one you’ve sent to make changes in its details. 

Edit a Draft Quote 

  1. In the Account menu, select Sales. 
  1. Scroll down to the Quote section.  
  1. Select the Draft tab. 
  1. Find and open the quote for which you want to make changes. Using the Search option you can easily search the quote. 
  1. Make the desired changes in the quote. 
  1. Click the Save as Draft button to leave this in the draft or click Send to email this quote. 

Edit a Sent Quote 

  1. In the Account menu, select Sales. 
  1. Scroll down to the Quote section.  
  1. Select the Sent tab. 
  1. Find and open the quote for which you want to make changes. Using the Search option you can easily search the quote. 
  1. Edit option not Available. 

Share this post

Author

Leave a Reply

Your email address will not be published.

 

 

Related Posts

04Jun

Mark a Quote as Accepted or Declined

You can record it when your customer accepts or declines a quote. For this the quote status must be... read more

22Jun

Email or Print a Quote

Only Standard or Advisor users can print or email a quote.  Print a Quote  In the Account menu, select Sales.  Scroll down to the Quote section.  Select any... read more

11Jul

Create a Customer Quote

Customer Quote provides the customer an approximate budget price for the works to be performed.  Create a New Quote You can... read more

25Jul

Delete a Quote

In the Account menu, select Sales.  Scroll down to the Quote section.  Select the required Status tab.  Select the quote from the list you want to delete.  Click the Delete button at the... read more

25Jul

Mark or Unmark Quotes as Invoiced

You can change a quote's status back to Accepted with "Unmark it as Invoiced" option.  Mark Quotes as Invoiced  In the Account menu,... read more

25Jul

Create an Invoice from a Quote

When you are ready to charge a customer against the goods or services supplied from a quote then you... read more