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How do I create new version quotes?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

New version of quotes are used to change the informations of the actual quote and replace the old quote. For creating a new version quote you have to:

  1. Click on Quotes submenu from CRM module.

  2. Click on a quote.

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  3. Click on Actions then click on New Version.

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  4. Select another Delivery Address, Contact or Account and also you can change the quote's informations or options if you want then click on Save.

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The other versions of quotes will remain under Versions section and you can also select it.

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