Once you've created a Quote and added products to it, you're able to edit certain sections of information directly from the Quote lines. For example, you'll be able to easily change the Discount from the Quote line without needing to leave the Quote.
What's covered in this article
Step 1: Navigate to the Product section
To enable editing of certain fields on the line of a Quote, navigate to the Products section within the Quote and select the 'cog' icon in the top right.
Step 2: Select your Options
Clicking on the 'cog' icon will open the following settings options.
It's then simply a case of selecting which options you want to be editable.
The available options for fields that are editable on Quote lines are:
Editable description - Description of the Product on the Quote line.
Editable price - Price of the Product for the Quote.
Editable discount - Discount added to the Product for the Quote.
Editable cost - The cost of the Product for the Quote.
You'll now be able to edit those values from the Quote lines.
Re-setting editable Fields on Quote lines
Please Note: If you've removed these fields and re-added them, this setting will no longer be respected. This results in the editable toggle being on, but the field not being editable. To resolve this, please use the 'Reset to Default' option in the further options menu in the top right of the Products section.
