Revising a Quote
Created by: Michael Davis
Modified on: Tue, 14 Apr, 2020 at 2:30 PM
To revise a quote:
- Access the quote dashboard from the menu by click on Sales -> Quotes
- Click on the Quote Number of the quote that needs to be revised.
- From the bottom of quote dashboard, click on Edit Quote from the action button list.
- Edit the quote as required and click Save and Issue, then print quote to reissue and sent the quote back to the client. It is also possible to click the Save button to revert the issued quote back to a draft if required.
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