Retracting or editing an already approved quote

3 votes

The ability to retract a quote that has been approved. We want to be able to make changes to the original quote instead of creating a complete new one.

Not planned Suggested by: LW (09 Aug, '22) • Upvoted: 26 Jul, '23 • Comments: 1

Comments: 1

24 Aug, '22
Eric Knops Admin
We suggest copying the quote to create a new quote with a new number. Approved quotes that are signed by the customer are in essence an agreement. You can then delete the original quote from SB (you will manually have to delete it in SB).