Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Quotes

You can edit a quote’s details from two locations:

Listing Page: Find the three dots  next to the quote you want to edit and select Edit.

Details Page: Simply click the Edit icon  or choose Edit option from the Action dropdown menu.

You can modify all quote information by navigating through the various tabs.

  • You can edit General information such as Name, Deal Name, Quotation Stage, Valid Till, Contact Name, Account Name, Assigned To and Carrier name from the General tab.
  • You can change the Product Name, Quantity, Sale Rate, Discounts and Adjustment from the Details tab. You can also add a new product to the quotation from here.
  • You can change the Billing Address and Shipping Address details from the Address tab.
  • Click on Save to complete editing the quotation.