How You Manage Quotes

In addition to adding and sending quotes, the toolbar on the Quotes tab lets you open a quote for editing as well as print, copy, and delete a quote.

These options are also available when you right-click a quote. When a quote is open, you can view the audit log that lists all activities related to the quote.

After a quote has been sent, you cannot edit it unless your profile gives you permission to do so. However, you can make a copy of the quote, edit the copy, and then send the copied quote to a customer.