How to Edit a Quote

Summary

This article covers how to edit a quote, to prevent losing time creating a new order.

Steps

1. Click on the Manage Quotes tab

2. Search for Quote

3. Hover over the Three Dot Icon on the order

   Open

   

4. Click Load

   Open

   

5. Click on the Design Stage of the order form

   Open

   

6. Make changes to the building

7. Click on Summary & Checkout to save your customer’s building

Video Walkthrough

Open