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. For instructions, see Add new files.
  3. Click Save or Cancel.