Hover over or click a quote → click the 3-dot icon → choose edit.
Quick fix is not yet supported for quotes.
The bulk edit option only appears when the quote has 2 or more line items.
Select the checkboxes for the line items you want to edit, or select the header checkbox to select all items.
Click Bulk Edit to update any field on the selected line items.
Hover over a quote → click the 3-dot icon → choose duplicate.
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.
Open a Pending quote and click View Actions → Accept
You can also bulk accept by selecting multiple quotes via checkbox and choosing Accept.
Hover over or click a quote > click the 3-dot icon > select Void
You can also bulk void by selecting multiple quotes via checkboxes.
There are associated orders linked to the quote that must be voided first.
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.
Yes. Use the Convert to Order action to convert the quote to a sales order.
Yes. You can link a quote to a sales order that already exists, instead of converting the quote into a new order.
Open the quote, click View Actions, and select the sales order from the dropdown.
Contact: only sales orders with the same contact as the quote appear in the dropdown.
Order status: you can link any active sales order, such as Pending, For Review, or Confirmed.
You can link multiple sales orders to one quote, and the linked total can exceed the quote’s expected amount.
If the total of the linked orders is less than the quote’s expected amount, the quote status changes to Partial.
Note: Linking is only available from the quote. You cannot link a quote from inside a sales order.
No. A quote can only be linked to a sales order, and the sales order can then be linked to an invoice.
To create an invoice straight from a quote, convert the quote into an invoice instead. This creates both a sales order and an invoice from the quote. See Q9.
No. Once a quote and a sales order are linked, the link cannot be removed.
To undo it, void the linked records in order:
Invoices: void any invoices linked to the sales order
Sales order: void the sales order
You can then link the quote to a different order or convert it into a new one.
Yes. You can turn into an order or invoice an amount lower than the expected amount in the Sales Quote.
Multiple invoices can come from one quote when there are several orders linked to the quote.
The remaining amount can still be fulfilled through an order. Once it’s fulfilled, the Partial status becomes Full.
Yes. You can still edit details in a fulfilled quote. However, changes made to the quote will not affect linked Sales Orders.
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.
In Edit mode, click the reset icon beside the expected total to clear the repeat count.
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
Open a quote and in the summary modal, all related orders to your quote are listed.
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
No. Voiding an order does not delete the Sales Quote. It only affects the quote’s fulfillment status, not the quote itself.
