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Quote improvement: Edit open quote

Justin Wyer

started a topic 4 months ago

Hi,

The quote (and quote acceptance) feature is great, unfortunately if we want to edit a quote it is currently not possible, right now there are two where editing makes sense:

Sales person made a mistake
We want to offer some discount or throw in free addons to win the customer

At the moment it means creating a brand new quote.

Thanks

1 Comment

Sudhir

said 4 months ago

Hey Justin,

Thanks for writing in.

Any quote that is created is considered as an agreement with the customer and hence a change after the quote is generated is not allowed currently. Having said that, the ability to edit a quote has already been taken up as a feature request on our product roadmap and the feature is expected to be live by the end of January 2020.

That being said, we will try to release this earlier and keep you posted.

Regards,

Sudhir.