You can now edit quote details

Posted by getSoapy on 17th March 2025 in What's New . Last updated: 17th March 2025

You can now edit the details of quotes requested through the quote widget. For example, if a customer made a mistake with their email address or chose the wrong frequency, you can correct these errors before converting the quote into a customer.

To edit a quote, just select 'Edit quote details' from the menu on the quote page.

Also, you have the option to convert the quote into a customer without creating a job.

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