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Step 1 - You can change the project name
you You click on the pencil on the right :
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to edit the project name. Subsequently, you can replace the default project name & click on the check mark.
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Step 2 - You can search for the customer you are creating the quote for
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You can also edit the part requirements per part.
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/wiki/spaces/PD/pages/185008291
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Step 5: specify additional fees or discounts (optional)
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The same form as when creating a Quote or Order will load, however, prefilled with the existing Quote information. You can change any Quote detail - except for the customer - and confirm your changes by clicking Save. Additionally, the quote expiration date can be changed directly from the quote detail page without opening the edit quote form.
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Editing a Quote creates new revision each time the quote is saved. This is visible through an increment of the internal quote number.
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