Quoting
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      1. Moraware CounterGo Knowledge Base
      2. Quoting

      Revise A Quote

      Do you need other make revisions to an existing Quote? There are several areas that can be updated if a Quote needs changes after it's been created. Even Expired Quotes can be updated.

      EDIT QUOTE INFO & QUOTE ADDRESS

      1. From any Quote View, click on a Quote Name to open.
      2. Edit any information in the Quote Info area by clicking on the Edit Quote Info icon.
      3. Edit Quote Address information by clicking on the Edit Address icon.edit icons to edit quote info or quote address

      EDIT QUOTE DRAWING

      1. From any Quote View, click on a Quote Name to open.
      2. Click the Edit Quote Drawing in the upper right corner, above the Quote Summary.edit a CounterGo Quote drawing
      3. If this is an older Quote, and has expired, a message to update the Quote Expiration Date will appear.
      4. Click Update Expiration Date > select a new Expiration Date > Save.update an expiration date for an expired quote
      5. If this Quote used an earlier version of the Price List, a message will be displayed. Updating the Quote to the current Price List will update the Quote to current prices, not what was originally quoted. Keep original prices by dismissing the message.
      6. Update to the most recent version of the Price List by clicking Update To The Latest Price List.update a Quote to the most recent price list
      7. Add or edit any countertops in Steps 1 -6, the same way as creating a Quote for the first time.
      8. Save the Quote.edit Steps 1-6 of a CounterGo Quote

      EDIT A QUOTE WITHOUT A DRAWING

      1. From any Quote View, click on a Quote Name to open.
      2. Click the Edit Quote Drawing in the upper right corner, above the Quote Summary.
        open a quote drawing to make edits
      3. If this is an older Quote, and has expired, a message to update the Quote Expiration Date will appear.
      4. Click Update Expiration Date > select a new Expiration Date > Save.Update the expiration Date of an expired CounterGo Quote
      5. If this Quote used an earlier version of the Price List, a message will be displayed. Updating the Quote to the current Price List will update the Quote to current prices, not what was originally quoted. Keep original prices by dismissing the message.
      6. Update to the most recent version of the Price List by clicking Update To The Latest Price List.Update a quote to the most recent CounterGo Price List
      7. Add new countertops in Steps 1 -4 by clicking the Add Other Counter button.
      8. To edit an existing countertop without a drawing, click on the Name of the countertop From the right side menu.
      9. Save the Quote.edit a countertop without a drawing in a CounterGo Quote