How to Edit a Customer Quote?

Sequence > Left Navigation Bar > Sales > Quotes

  1. Follow the above-mentioned workflow to land on the Customer Budget grid.
  2. A quote for which the status is Pending validation, click the three-dot icon.
  3. From the options revealed, click Edit. Doing so opens the selected quote's details in an editable view.
  4. Once the required changes are made, click the Validate the quote button.