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quote changes

Bug Report

after creating and sending a quote to the client if they ask me to drop some stuff out of it, like interior windows for example, i can’t edit it so the final price reflects the correct amount. i delete the items, i convert to quote but the total still remains the first number i sent

Posted by Volodymyr Dmytryk ·
Status: Completed3 comments

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Comments3

  • Aaron Heller

    •

    Jul 22

    I can’t change stuff either in my quote or put a calendar date

    • Noah Sanches

      Team•

      Jul 26

      Clicking into the quote on mobile under the lead or customer activity page will allow you to edit the quote! Physically scheduling out a quote/in-person assessment is something we are working on under a separate item internally but is only a few weeks out. We made a big schedule update this week to help tee us up for releasing that

  • Noah Sanches

    Team•

    Jun 29

    Thanks for letting us know about this! We’ll get this addressed