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Edit quote

You change a quote already on Quotes. Save writes that change. The number prefix is QU-.

Edit quote​

  1. Go to Sales → Sales Pipeline → Quotes. Choose Update.
  2. Update Quote opens. Retrieve quote data entry loads the quote. The tabs are Key information, Shipping & Billing, Lead information, Internal notes, Customer notes, documents, and Financials.
  3. Press Save. Update sales quote document writes the quote.

Open Update again if you need a different change.