Updating existing quotes to easily communicate changes to your customers.
Primary Audience: All Internal Users
The quotes feature within the platform allows users to easily make adjustments to products and pricing on quotes shared with customers. Once an update is made, the customer receives a notification that their quote has been updated. You can edit the following areas:
- Adding or removing products
- Adjusting quantity
- Adjusting price
- Updating rate per acre
To edit an existing Quote, follow these steps:
- Navigate to the "Quotes" page of the Team Hub
- Use the filters or search bar to the locate the specific quote
- Note: Only quotes that are still in "Sent" status or drafts can be edited.
- Make the necessary updates to the quote
- Note: Your customer will receive an email and app notification with the updated quote
- Click "Send Quote" at the bottom of the page
If you need to update an expired quote or send the same quote to multiple customers:
- Click on the "Duplicate Quote" button to create a copy
- Make any necessary edits.
- Click "Send Quote" at the bottom of the page
A detailed step by step video walkthrough can be found here.
If you have any questions related to this article or anything else, please reach out to our Partner Enablement Team at help@agvend.com or at 512-812-9399.