Editing a Quote

Use the Quote details page to modify the quote information.

Note: You can modify the Quote data, only if the Status is set to a value other than:
  • Awarded
  • Lost
  • Replaced
  • Canceled
  • Deleted

To discard the modification to the data, you must click Reset before clicking Save.

  1. Click Master Explorer > Sales > Quotes. The Quotes list page is displayed.
  2. Select the quote name. The Quotes details page is displayed.
  3. Modify the required information.
  4. Click Save.