Edit a quote

Use Menu > Sales > Quotes to update an existing quote when its status permits the required change. An open quote is fully editable, a closed quote has fewer editable fields, and a converted quote permits only its memo to change; selecting Update saves the enabled values.

Before you begin

An Open quote can be fully edited. A closed quote has fewer editable fields, and a Converted quote permits only the memo to be edited. Reopen an eligible closed quote when additional fields must be changed. You can change the quote addresses until the quote has a non-voided sales order or invoice created from it.

To edit a quote

1. Open Menu, and then select Sales > Quotes.
2. Select the quote number, and then select Edit. You can also select Edit from the row Actions menu.
3. Update the fields that are enabled for the quote’s status.
4. Select Update.

QuickStart saves the changes and displays the updated quote.