Topic
Revising a quote creates a copy of the quote and also cancels the original. Use this function when a customer requires amendments to be made to the original.
Web Instructions
- Navigate to the Quotes page.
- Select the Awaiting Acceptance tab.
- Search for and select the quote you need to revise.
- Select Revise.
- Select Yes.
- Edit the new quote as needed and select Save.
Mobile Instructions
- Navigate to the Sales page.
- Select Awaiting Acceptance under the Quotes section.
- Search for and select the quote you need to revise.
- Select the three dot '...' icon.
- Select Revise Quote.
- Select OK.
- Edit the new quote as needed and select Save.
Additional Information
For more info on Quotes, see here: Approve a Quote
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