How to Edit Quote

This section will show you of how to edit an existing quote from Manage Quote Window.

1. Click Sales ribbon bar

sales-quote

2. Click Manage Quote toolbar button then press Search button

manage-quote

Note: User can only edit a quote with status open.

3. Click Edit button edit-button

4. Review the quote information you want to change

edit-quote

5. Click save button or Press Alt + c