Edit a quote or proposal

If you have requested a proposal, you cannot add or remove services but you can still add or remove providers. Once the proposal is recommended or accepted you cannot add or remove providers.

Note: Some updates save automatically. Others have an Apply button.

1. Open the quote record.
2. Select the Overview tab or the Proposals tab.

3. Make your changes. Editable fields is clickable or have a pencil icon.

4. Click Apply. Your changes are saved.