Q1. How do I edit a quote?
Hover over or click a quote → click the 3-dot icon → choose edit.
Q2. Can I bulk edit (quick fix) a quote?
Quick fix is not yet supported for quotes.
Q3. How do I duplicate a quote?
Hover over a quote → click the 3-dot icon → choose duplicate.
Q4. How do I delete a quote?
Go to Drafts → Hover over or click a quote → click the 3-dot icon > Delete
You can also bulk delete by selecting multiple quotes using the checkboxes.
Note: Only Draft quotes can be deleted. If a quote is Pending or Active, it can only be voided.
Q5. How do I mark a quote as accepted?
Open a Pending quote and click View Actions → Accept
You can also bulk accept by selecting multiple quotes via checkbox and choosing Accept.
Q6. How do I void an active quote?
Hover over or click a quote > click the 3-dot icon > select Void
You can also bulk void by selecting multiple quotes via checkboxes.
Q7. Why can’t I void an active quote?
There are associated orders linked to the quote that must be voided first.
Q8. What happens when I convert a Pending or Order Due Sales Quote directly into an Invoice?
A Sales Order is automatically created from the quote.
An Invoice is also generated from the same quote.
If the Sales Quote is set to repeat, only the first invoice will be created.
Q9. Can I convert a quote to a Sales Order only?
Yes. Use the Convert to Order action to convert the quote to a sales order.
Q10. Can I convert only part of a quote into an order or invoice?
Yes. You can turn into an order or invoice an amount lower than the expected amount in the Sales Quote.
Q11. Can multiple invoices come from one quote?
Multiple invoices can come from one quote when there are several orders linked to the quote.
Q12. What happens to the remaining value of the expected amount after partial conversion?
The remaining amount can still be fulfilled through an order. Once it’s fulfilled, the Partial status becomes Full.
Q13. Can a fulfilled quote still be edited?
Yes. You can still edit details in a fulfilled quote. However, changes made to the quote will not affect linked Sales Orders.
Q14. Can I edit the repeat count any time?
Yes. Open a quote in Edit mode → go to the expected total field (below the total table) → click the calculator icon→ set repeat count or set to infinite.
Q15. How do I reset repeat count?
In Edit mode, click the reset icon beside the expected total to clear the repeat count.
Q16. If my quote is set to repeat, will it create new quotes that consume a sequence?
No. A repeating quote does not generate new quotes or consume a new sequence
It remains in a partial status until the expected amount is fully converted into an order
Q17. How do I see related orders to a quote?
Open a quote and in the summary modal, all related orders to your quote are listed.
Q18. My quote was under Full status but suddenly changed to Partial/Accepted status. What happened?
Possible reasons for this change:
Related order amounts were reduced below the expected quote total
The quote amount was edited, increasing the expected total above the linked orders
Related orders were voided, reducing fulfillment and reverting the status to Partial or Accepted
Q19. If I void an order, will it delete a Sales Quote?
No. Voiding an order does not delete the Sales Quote. It only affects the quote’s fulfillment status, not the quote itself.