Edit a Quote

You can edit a quote before sending it to the customer. After a quote has been sent, you cannot edit it unless your profile gives you permission to do so.

  1. While editing an opportunity, click the Quotes tab.
  2. Right-click the quote you want to edit and select Open.
    The quote editor opens.
    Note: You can edit only one quote at a time.
  3. Modify fields as needed. See Add a Quote to an Opportunity for field descriptions.
  4. Click OK, and then click Save.