How to edit a Quote

Owned by Francisco J Coutiño, created
Dec 02, 2024
1 min read

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.

Only Quotes with incomplete orders can be modified.

 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

how-to-edit-quote-01.png
Find and open your Quote
how-to-edit-quote-03.png
You can modify any products or related information in the order.