Sales Hub for Pricing Team
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      Amending Won Inquiry's Quotes

      While you can anytime edit a Quote that's in draft incase there has been a change or request for change in the won quote after the Inquiry/ quote has been marked as won, the following guide will show you how to amend the quote.

      1. Click on Won Quotes

      Click on Won Quotes

      2. Click on the 3 dots under Action Column of the Quote that you'd like to Amend

      Click on the 3 dots under Action Column of the Quote that you'd like to Amend

      3. Click on Amend

      Click on Amend

      4. In the below sample we are reducing the sell rate from 4000 to 3500 to accommodate a customer's request for additional discount

      In the below sample we are reducing the sell rate from 4000 to 3500 to accommodate a customer's request for additional discount

      5. Click on Save

      Click on Save


      See how this will look like within App.