: :  Modifying a Quote

Note: validated and signed quotes cannot be modified nor deleted. The update of a validated quote passes through the revision of the quote.

Updating the quote's header

A validated quote cannot be modified, except if it has been revised. In this case, the following non financial sections can be updated:

 

  1. From the quote, go to Edit > Update the quote header.
  2. Modify the data contained in the yellow fields and save.