Issuing a Quote

Modified on Tue, 20 Aug at 12:41 PM

Issuing a Quote is the process of marking that a draft quote has been "issued" (not physically sent) to the client. This locks the quote so if it needs to be edited, it is to be revised as a formal version.


To issue a quote, click on the quote number from the drafts tab of the quotes dashboard.

From the functionality at the base of the quote, click the Issue Quote button.

The quote will then be issued and now is displayed in the Issued tab on the quote dashboards.

Once issued, the quote will need to be revised to be able to be edited again.

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