This feature is only available for PRO Connect or Work Subscribers.
You can edit a Quote by following these steps:
- Click on the Quotes tab at the top.
- Click on your desired Quote. Note: You can use the filter options in the upper-right.
- Click the Edit Icon (pencil) in the upper-right under Quote Details.
- Make your desired updates.
- Click the Update Quote button at the bottom.
View our video tutorials on certain quote types by clicking the corresponding link: