Edit a Quote

You can modify the information in an existing quote, with exception to those which you have submitted, and those which the project manager has approved or rejected.

To edit a quote:

  1. Under the Jobs menu section, go to Jobs > Quotes.
  2. Use the search filter and/or the Search field to select the job quote you want to update.
  3. Edit the fields as needed.
  4. Click Revert if you want to undo your changes. Otherwise, click Save or press ENTER.