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1 result found

  1. Edit an Accepted Quote

    The ability to modify an Accepted Quote to add the Customers PO number in the Reference filed.

    2 votes

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    0 comments  ·  Quoting  ·  Admin →
    Existing functionality  ·  AdminKelly Munro (Community Manager, Xero) responded

    Hi Scott, while it's not possible to edit/revise an Accepted quote. You can unmark as Accepted to then edit (Revise) and add details as you need. 😊

    The main purpose is to prevent accidental changing of details of an offering that has been agreed and accepted by a customer.

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