Relate quotes

Relating quotes can help you organize quotes that are all related to the same project or order.

1. Open the quote.

2. Select the Overview tab.

3. Scroll to the Related Quotes section.

4. Click + Add Related Quote. A pop-up opens.

5. Select the quote you want to relate. The quote appears under the Related Quotes section.

6. Click on the related to quote to open.

Delete a relationship

• Click the X beside the related quote.