How To Edit Quote Details

To Edit an existing quote, you need to open the quote you would like to edit and select the banner (highlighted below):

The following menu will appear:


Where you can edit the following options:

Assign / Un-assign / Re-assign customer

Quote Title

Quote Date

Expiry Date

Assign / Un-assign / Re-assign Job

Assign / Un-assign / Re-assign Task

Reference

Private Note