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.
Comments: 1
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24 Aug, '22
Victor Raessen AdminWe 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).