You can only edit the content of a quote when its status is Draft. A quote marked as Sent, Accepted, or Cancelled cannot be edited.
Edit a quote
To edit a quote:
- Click Libraries & Tools.
- Choose Quotes & Offers under Business Tools.
- Hover over the quote with the status "Draft" you wish to edit and click Edit.
- Edit the content of the quote.
If you change a quote from Draft to Sent too early, you can duplicate it and set the original to Cancelled. This helps you keep your portfolio website organised.