Back to Tidyenterprise Guides

How to edit a quote

In this module, learn how to edit a quote’s information.

Want to view this guide all at once?

Download PDF

Step 1.

Go to Quotes under the Quotes tab to view, edit, clone or delete the quote.

Step 2.

You can click the edit icon in the Quotes screen or click the edit icon within a quote console screen.

Step 3.

Make any necessary changes to the Quotes information. Click Save.

Related Guides

Want to learn more? Check out these related guides

All TidyEnterprise Written Guides

Setup

Set up your account in the global settings of Tidy

Inventory

Learn how to store, manage, and do more with stock and material items in Tidy

Sales & Pricing

Learn how to create and credit sales, and use different types of custom pricing in Tidy