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Update quote

Update quote opens a quote you already have and saves your changes. The save keeps the current status.

Process flow​

Quote to cash, in catalog order.

  1. Lead — Raw prospect, joined to an account for qualification into an opportunity.
  2. Opportunity — Qualified deal linked to an account and a contact, progressing toward quote conversion or a recorded loss.
  3. Quote — Prospect quotation (QU-) joined to an account and a customer group, convertible to an order once won.
  4. Order — Confirmed customer sales order (SO-), driving shipping and invoicing.
  5. Bill Of Landing — Carriage contract (BOL-) through transit.
  6. Invoice — Customer receivable (INV-), posted against a customer account.
  7. Bank Payment Match — Link (BPM-) pairing a bank transaction with invoices or bills.
  8. Reconciliation — Matching record (RC-) pairing ledger entries to bank transactions.

Before you start​

  • The quote is already on Quotes.

How to​

Go to Sales → Sales Pipeline → Quotes. Route: sales/sales.quotes-table-with-pivoting.

  1. On the quote row, under Options, choose Update. That opens Edit quote (sales/sales.edit-quote), in the modal Update Quote.
  2. Opening the modal runs Retrieve quote data entry (sales/sales.retrieve-quote-data-entry), so the form shows this quote.
  3. Change what you need. The tabs are Key information, Shipping & Billing, Lead information, Internal notes, Customer notes, documents, and Financials.
  4. Press Save. That runs Update sales quote document (sales/sales.update-sales-quote-document).

You should see the quote saved on the same row. Status stays as it was. This save does not write a new status.

Check​

The same quote number is still on the row, and Status is unchanged from before you pressed Save.

If this fails​

What you seeWhyWhat to do
You saved, and Status is the sameUpdate sales quote document stores the quote and does not set a statusSet the status from the row, under Status change, on Quotes