Declining a Quote
Created by: Michael Davis
Modified on: Tue, 14 Apr, 2020 at 3:08 PM
To decline 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 declined.
- From the bottom of quote dashboard, click on Decline Quote from the action button list.
- The quote is then available for reference in the Declined tab of the quotes dashboard. Declined quotes can be re-issued or accepted at any time and is the preferred way to close off a quote.
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