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[PM] Quotes: Editing a Quote

How to Edit a Quote before sending it out to the owner?

Updated over 9 months ago

You have the ability to edit a quote before you send it out to the owner.

STEP 1: Open the quote you would like to edit, on the right-hand side you will see a list of all the quotes received. Click on the 'Edit' Button and you'll then be able to edit or update the details under the Quote amount, Quote Estimate, Fixed Fee & Hour Rate, and add notes and add any attachments if you like.

STEP 2: Once done, click the 'Update Quote' button and you'll see that the quote has been updated.

You'll see the records of the update and the date and time stamp of the activity under the 'Activity' Section.

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