Topic
Today we will walk through the steps of how to reset a quote to draft.
Note: If you want to send a new version/change to the original quote you can revise instead.
info on that here: Revise a Quote
Instructions
To get started:
- Head to quotes > select the quote you want to reset to draft.
- from here click the 'options' button > then click 'Reset to Draft' and then click 'yes' on the pop-up.
Additional Information
For more info on quotes see this article: Approve a Quote
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