Editing a Quote

The Edit Quote page is the same as the Creating a Quote page with the following exceptions:

There is a Quote ID number.
The following sections are read-only:
- ID
- Name
- Client
- Requested By
- Approval Process
- System Attributes
- Source Locale

In the Edit Quote page, you can scope the files, upload a quote, or change quote details.

Add or change the:

Description
Project Type

Status. Note that only users with the appropriate permissions can change the status of a quote.

> Important: If users have update-quotes permissions, keep in mind that updates to previously approved quotes may invalidate a quote agreement.

Quote Documents
Project Due Dates
Target Locales
Assets

Use the available options in the Quote Documents section:

Current Files to browse files included in the quote. The system only displays this option if files were previously added to the quote.
Add New Files to add or delete files. The system only displays this option if you have the appropriate permissions. For instructions, see Adding New Files.

Tip: Click

to show or hide the Current Files or Add New Files section.

Click Save or Cancel.

Note: There is a Change Log section which can be expanded or collapsed. It shows all Quote modification history: the user who modified it, when the quote was modified, and the notes about the modification.