6.4. How to Edit Quotes?

After a quote is created, you may need to edit it as a result of negotiation or any other reason. You can edit the quotes individually or Mass Edit (edit multiple quotes at once with the similar information). To edit the information fields individually:

  • Go to Sales > Quotes.
  • Click on the quote you wish to edit.
  • Simply hover the mouse cursor over the information field and click the edit link.
  • Edit the information and click save to save the changes.
  • To make all the fields editable at once, tap the Edit button given at the top right of the detailed view page.
  • Edit the information and click Save to save the changes.