Edit a quote

This explains how to make changes to a quote.

From time to time, you may need to edit the details of an quote that you’ve sent to a customer, such as changing the number of items ordered, or updating a due date.

Edit a quote

  1. Go to Sales then click Quotes & Estimates.
  2. Click the relevant quote.
  3. Click Edit, then make the necessary changes to the quote.
  4. Click Save.

The quote now shows the new values. Quotes marked as Declined, now shows as Pending.

Edit a converted quote

If you have already converted the quote to a sales invoice

  1. Delete the sales invoice

  2. Edit the quote as above