Options for editing, resending, withdrawing and deleting quotes depend on the quote status.

You can also edit Sales Contacts directly from the Quotes filtered list page.

1

Edit a Quote

Only draft quotes can be edited.

1. Navigate to:
   LRM > Finance > Quotes, or
   LRM > Sales > Quotes
2. (Optional) search and filter results (e.g., Status = Draft)
3. Under the Action column, click Edit,
   • The Edit Quote drawer opens
4. Update one or more fields:
   1. Quote Date
   2. Quote Expiry Date
   3. Reference Number
   4. Sales Contact
   5. Require Purchase Order Number toggle
   6. Require Supporting Documentation toggle
   7. Line Items
5. Click Save as Draft or Issue Quote

2

Edit a Sales Contact

You can edit a Sales Contact directly from the Quotes page.

1. Navigate to:
   LRM > Finance > Quotes, or
   LRM > Sales > Quotes
2. (Optional) search and filter results
3. Click on the Sales Contact name
   • The Edit Sales Contact drawer opens.
4. Update one or more fields
5. Click Save

3

Resend a Quote

Only Issued and Accepted quotes can be resent.

1. Navigate to:
   LRM > Finance > Quotes, or
   LRM > Sales > Quotes
2. (Optional) search and filter results (e.g. Status = Accepted or Issued)
3. Under the Action column, click Resend.
4. Click Yes.

4

Delete a Quote

Only draft quotes can be deleted.

1. Navigate to:
   LRM > Finance > Quotes, or
   LRM > Sales > Quotes
2. (Optional) search and filter results (e.g. Status = Draft)
3. Under the Action column, click Delete.
4. Click Yes, Delete.

5

Withdraw a Quote

Issued quotes can be withdrawn.

1. Navigate to:
   LRM > Finance > Quotes, or
   LRM > Sales > Quotes
2. (Optional) search and filter results (e.g. Status = Issued)
3. Under the Action column, click Edit.
4. Click Withdraw Quote
5. Click Yes.

Next Steps

How to Use Quotes Event Alerts

How to Invoice a Quote