Topic
How to revise a quote, this is best used when a customer rejects a quote, but may still want part of the original quote to be completed or if the quote expired and you would like to issue another one, because prices or conditions have changed since the original quote was issued.
Instructions
To get started;
- Head to quotes and select your quote (you can also find a quote in the connected job)
- Once in the quote, click 'revise' down the bottom right corner
- this will make your new revision and once you save
Additional Information
For more info on Quotes: Add Kit to a Quote
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