Editing a quote in your business is important as it allows you to make changes to either an Issued, Draft or Expired Quote. 


The steps required to edit a quote do not change based on the current state of your Quote.


To edit your Workguru Quote:

  1. Click on Sales under navigation plane 
  2. Click on Quotes
  3. In Quotes dashboard page. find the Quote of the Project you want to edit. Note you may need to select the Issued, Draft or All Quotes tabs depending on the quote status.
  4. From the quote detail page, click on Edit Quote from the actions buttons on the bottom of the page.
  5. After editing the quote details, click Save or Save and Issue as required.