How To Reset A Quote To Draft

Who can use this?

Platform: Web            Plan: Lite | Pro | Plus            Staff Permission: Quoting

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:

  1. Head to quotes > select the quote you want to reset to draft.
  2. from here click the 'options' button > then click 'Reset to Draft' and then click 'yes' on the pop-up.

    Screenshot 2023-10-16 at 3.11.38 PM.png

    Screenshot 2023-10-16 at 3.11.44 PM.png

 

Additional Information

For more info on quotes see this article: Approve a Quote

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