Modifying quotes

When you modify quotes, you might want to change details such as their status, their project type, or their locales, or to add or remove quote documents and assets that need to be translated. You can also see the projects based on these quotes, as well as all the changes made to the quotes.

Before you begin

Keep in mind that modifying previously approved quotes may invalidate quote agreements.

About this task

To view all the changes made to a quote, expand the Change Log section. Select The icon that you need to select to expand sections in the Quote name dialog box. to expand a section or The icon that you need to select to collapse sections in the Quote name dialog box. to collapse a section.

Procedure

  1. In WorldServer, go to Assignments > Quotes.
  2. On the Quotes page, click the name of the quote that you want to modify.
  3. In the Quote <name> dialog box, make the necessary changes.
  4. Select Save.
  5. Optional: In the Enter note for Quote "<name>" change log dialog box, enter any questions or comments that you may have.
    This note is displayed in the change log of the quote and you can use it to communicate with the next person that handles the quote.
  6. Select OK.