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 and Times
- 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 Add 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.