View and edit quotes

Complete the following procedure to view and edit the quotes created by you or users to which you are connected.

To view and edit quotes

1. Go to Manage > Reseller > Home | Quotes. The Quotes page opens and lists all existing quotes in a table.

2. Click the quote that you want to edit or convert into a sale. The Manage Quote page displays additional details about the selected quote including its current state. The following table lists the valid quote states and the options available on the gear icon drop-down list.

   Status	Available options
   Pending Sales Agent Review	Edit Quote Request Wholesale Price Reject Quote Delete Quote
   Pending Purchase	Edit Quote Delete Quote
   Pending User Approval	Request Wholesale Price Send Approval Email Delete Quote
   Pending Provider Approval	Delete Quote

   A sample quote is shown in the following image:

   

   Note the following in the sample quote:

   • The quote has a system-generated ID of UVO44.
   • A sales agent created the quote. Contact information for this agent is displayed in the Sales Agent section.
   • The purchase is being made on behalf of the customer Johnny Estabueno. Contact information for this customer is displayed in the Customer section.
   • The quote was saved for the Clockspot product. Order details are displayed in the Order section.

3. Click the gear icon, then select Edit Quote. The incomplete order appears. This is the place where the quote was originally created. The Create Order page is shown in the following graphic for the order that was saved as a quote.
   

4. Do one or more of the following:

   • Change the currently selected edition to one of the other available editions.
   • Enter a valid discount code and click Apply. The price is recalculated based on the discount.
   • Click the price to edit the sale price for the order.
   • Click Save as Quote to update the quote with your edits, Continue to complete the sale, or Cancel to stop editing the quote—this does not delete the quote, it only exits the edit mode.
   • To delete a quote, return to the Manage Quote page, click the gear icon, then select Delete Quote.