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How do I edit a quote?

Maxime avatar
Written by Maxime
Updated over 3 weeks ago

There are two methods to edit a quote:

  • First way to edit a quote

  1. Click on Quotes submenu from CRM module.

  2. Click on quote's

    Small

    then click on Edit.

    Edit
  3. Change the informations that you need to edit then click on Save.

    Edit.png
    save.png
  • Second way to edit a quote

  1. After step 1 from above select a quote.

    select
  2. Click on Edit button and after you changed the informations click on Save like you saw above at Step 3.

    Select
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