Alexa Best Small and Medium Business CRM Software - ConvergeHub

Edit Quotes

Quotation can be edited by clicking on the ConvergeHub link in the Quotation Details page. You can also click on the ConvergeHub icon from the Quotation Listing page to edit the Quotation. The Quotation details can be edited from the tabs General, Details, Address, Other and Tags.

  • 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 ConvergeHub to complete editing the quotation. Click on ConvergeHub if you do not want to apply the new changes to the quotation.