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Edit a quote

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You can only edit the content of an invoice if its status is Draft. A quote with the status Sent, Accepted, or Cancelled cannot be edited.

Edit a quote

To edit a quote:

  1. Click Libraries & Tools.
  2. Choose Quotes & Offers under Business Tools.
  3. Hover over the quote with the status "Draft" you wish to edit and click Edit.
  4. Edit the content of the quote.

If you accidentally changed the status of a quote from Draft to Sent before it was ready to be sent, you can duplicate it, and then change its status to Cancelled. 

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