- Help Center
- Sales
- Quotes
How to Edit a Customer Quote?
Sequence > Left Navigation Bar > Sales > Quotes
- Follow the above-mentioned workflow to land on the Customer Budget grid.
- A quote for which the status is Pending validation, click the three-dot icon.
- From the options revealed, click Edit. Doing so opens the selected quote's details in an editable view.
- Once the required changes are made, click the Validate the quote button.