: : Validating and Editing a Quote

Validating a quote is an important step. A validated quote cannot be modified nor deleted.

You can only validate the quote or validate and print it at the same time.

To validate the quote, open the quote and click on Edit > Validate without printing. The current date is automatically retrieved as validation date.

To validate the quote and print it:

  1. From your quote, go to Edit > Confirm and print. The quote goes from "Draft" to "Validated" mode and the printing screen is displayed.
  2. Select the Akuiteo quote printing template and confirm.