Lock

Lock

Locking

  1. You can lock the quote.

    This prevents any manual changes being made to the quote.

    Only the user that locked the quote, or users with the System Admin role can unlock it.

    To unlock the quote, click the  button.



    • Related Articles

    • Quotes Closing, Winning, Losing

      Quote closing and how to manage winning, losing quotes and also Pricing Exercises. Closing Quotes To keep things organised you can close quotes that are no longer needed. Wining Quotes When you are informed that you have won a quote, two things need ...
    • Duplicating Quotes

      Duplicating Quotes You can duplicate a quote to create and identical quote to issue to the customer. To duplicate a quote: Click on the on the INSTRUCTIONS tab Select the option A new quote will be generated, that is identical to the original. The ...
    • Deleting Quotes

      Deleting Quotes If a quote is raised in error, you can delete it by: Click on the on the INSTRUCTIONS tab Select the click on delete option Click the Deleted Quote button in the confirmation box that appears
    • Issue Quote To Customer

      Issue To Customer You can mark a quote as sent to the customer by: Click on the on the INSTRUCTIONS tab Select the option This will record the quote as being sent to the customer by you at the time the option was selected.
    • Notes

      Notes Notes can be attached to quotes. The whole history of the notes attached to the quote is available under the NOTES tab. If logging for important changes is turned on for your instance, the audit trail will be included in the notes. Here you ...