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Edit a Quote

Edit a Quote (From the Quote List)

Important

This option is available only when:

To edit a quote:

  1. Navigate to Sales > Quotes in the main menu.

  2. Hover over the More Options menu to the right of the item and click the Edit icon to start editing its details.

    Important

    Note that the icon that starts a workflow looks alike to the Edit icon. Please check the hint that appears when you hoover over the icon to make sure that you select the desired action.

  3. Update the Quote General Information, Line Items, Shipping Address, or Shipping Information sections. See Create a Quote topic for detailed information on the available options.

  4. Click Save on the top right of the page.

The quote is updated.

Edit a Quote (From the Quote Details)

Important

You can edit a quote in this way only when the Quote Management Flow / Backoffice Quote Flow with Approvals are inactive. Otherwise, use the Edit transition defined within the active workflow:

To edit a quote:

  1. In the main menu, navigate to Sales > Quotes.

  2. Choose the quote in the list and click it. The quote details page opens.

  3. Click Edit on the top right of the page:

  4. Update the Quote General Information, Line Items, Shipping Address, or Shipping Information sections. See Create a Quote topic for detailed information on the available options.

  5. Click Save on the top right of the page.

The quote is updated.

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