How to edit a Quote

A Quote is a formal offer detailing products, services, and pricing provided to a customer. This guide explains how to edit an existing Quote to update its information or correct errors.

 Instructions

1. Find and open your Quote

2. Click on the Edit button to display the details of the Quote.

3. You can modify any products or related information in the order.

4. Set the expiration date.

5. Click on update.

Example

Open

Find and open your Quote

Open

You can modify any products or related information in the order.