Instructions
- Navigate to the Quotes page.
- Search for and select the quote you want to reset to draft.
- Select the Options.
- Select Reset to Draft.
- Select Yes.
Note: If you want to send a new version/update the original quote you can revise instead. This will create a copy of the quote and cancel the original to keep for your historical records. See here for how: Revise a Quote.
Additional Information
For more info on quotes see this article: Approve a Quote
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