Documentation Center

Editing a Quote

The Edit Quote page is the same as the Creating a Quote page with the following exceptions:
  • There is a Quote ID number.
  • The following sections are read-only:
    • ID
    • Name
    • Client
    • Requested By
    • Approval Process
    • System Attributes
    • Source Locale
In the Edit Quote page, you can scope the files, upload a quote, or change quote details.
  1. Add or change the:
    • Description
    • Project Type
    • Status. Note that only users with the appropriate permissions can change the status of a quote.
    • Quote Documents
    • Project Due Dates and Times
    • Target Locales
    • Assets
  2. Use the available options in the Quote Documents section:
    • Current Files to browse files included in the quote. The system only displays this option if files were previously added to the quote.
    • Add New Files to add or delete files. The system only displays this option if you have the appropriate permissions.
  3. Click Save or Cancel.