Edit quote directly using Edit Quote (New) button
Use the Edit Quote (New) button to access the Quote Studio page for amending or renewing subscription quotes.
You can add the Edit Quote (New) button to Quote layouts, then click this button on the Quote Detail page of an existing quote to enter the Quote Studio page.
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Ensure that the new subscription quote you want to amend or renew has been created.
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Ensure that the Edit Quote (New) button has been added to the Quote Detail page. See Add the Edit Quote (New) button to Quote layouts for detailed instructions.
- Click the Quotes tab.
- Find the quote you want to amend and click the quote name to enter the Quote Detail page.
- Click the Edit Quote (New) button. button.
- Configure quote information and submit the configuration upon completion. See Configure quote information on Quote Studio page for instructions.