How to edit a Quote

Users can edit the details of their Quote, add additional Products to a Quote, and edit the Products that appear in a Quote.

To edit a Quote's details

  1. Open a Quote record. Click the Actions dropdown and select Edit This Quote.
    Edit_Quote_1.png
  2. Edit the details of your Quote. Click Save.

To add new Products to a Quote

  1. Open a Quote record. Go to the Related tab.
  2. In Quote Line Items, click Add Products.
    Edit_quote_5.png
  3. The Products that appear in the Product List depend on the Price Book that has been set. Click the Plus symbol to the right of each Product you want to add.
    Create_quote_5.png
  4. Edit the Product's Sale Price, Quantity, and Discounts. By clicking the trash can icon, you can remove the Product from the Quote.
    Edit_quote_4.png
  5. Click Save Products.

To edit Products in a Quote

  1. Open a Quote record. Go to the Related tab.
  2. In Quote Line Items, click Edit Products.
    Edit_Quote_2.png
  3. Edit the Product's Sale Price, Quantity, and Discounts. By clicking the trash can icon, you can remove the Product from the Quote.
    Edit_quote_3.png
  4. Click Save Products.
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