Topic
Revising a quote lets you update a declined, expired, or pending quote when a customer requests changes. A copy is made and the original is canceled to be kept for your records.
Instructions
- Navigate to the Quotes page.
- Search for and select the quote you want to revise.
- Select Revise.
- Make the changes to your new draft quote and select save.
Additional Information
For more info on Quotes: Add Kit to a Quote
Comments
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