Managing Quotes Estimated Reading Time: 3 Minutes Once a quote exists, the View Quote page is where you manage it: edit its details, duplicate it, manage its service agreement, attachments, services, and comments, and (once signed) view its contract. Note: For creating a quote, see Adding Quotes. For moving a quote through approval and signature, see Processing Quotes. Accessing a Quote Click Sales in the left sidebar, then View All Quotes under I Want To…, and click a quote's ID or Name. Above the Quote Details section, every quote shows an Event Log link (the quote's change history), Open/On Hold Tickets and Closed Tickets counts (each linking to that filtered ticket list), and a Subscribe link. Click Subscribe to get notified of activity on the quote; once subscribed, the link changes to Unsubscribe. Editing Quote Details In the Quote Details section, click edit. Make your changes. Click Save. Note: Every Edit Quote field stays editable even after the quote is approved (Open or Persistent status) — not just Status. See Processing Quotes for changing status specifically. Duplicating a Quote Duplicating copies a quote, optionally onto a different client. In the Quote Details section, click duplicate. Update fields on the Quote Details tab if needed. Click the Ownership Info tab. Choose what to search by (Client ID #, Client, Email Address, and more), enter your search term in For, and click Search. Select the client from the results. Click Save. Previewing a Quote Click preview in the Quote Details section to review the quote as a PDF before requesting approval. Managing the Service Agreement By default, a new quote uses your instance's global default MSA. Overriding the Service Agreement In the Service Agreement section, click override. Set Client MSA to New MSA. Set MSA to Custom MSA. Enter a Name. Set Term to a number and Months or Years. Check Auto Renew if the agreement should renew automatically. Set Renewal Term to a number and Months or Years. Set Expires after service cancellation to a number and Days, Months, or Years. Upload a PDF. Click Save. Removing or Restoring the Service Agreement Click remove to detach the service agreement from the quote, or Use Default to reattach your instance's global default MSA. Confirm with Yes. Managing Attachments Attachments are extra PDFs included in the quote's contract, alongside the service agreement. To add one, click add in the Attachments section, upload a file, and click Save. To view one, click its file name. To remove one, click remove next to it and confirm with Yes. Managing Services To add a service, click add service in the Services section and complete the Service Info, Taxes, Notes, and Custom Fields tabs. See Adding Quotes for those fields. To edit a service, click edit next to it, make your changes, and click Save. To duplicate a service, click duplicate next to it and confirm with Yes. To remove a service, click remove next to it and confirm with Yes. Drag a service row to reorder it, or drop it onto another service to nest it underneath as a child item. These actions are only available before a quote is signed. Viewing Tax Information If any service on the quote has tax applied, a Tax Information section lists each tax by Name and Code, with its Rate and the tax amount charged on the Service price and the Setup fee. Managing Comments To add a comment, click Add Comment in the Comments section, enter your Comment, check Client Viewable if the client should see it, attach a file if needed, and click Save or Save & New. To edit a comment, click edit next to it, make your changes, and click Update. To delete a comment, click delete next to it and confirm with Yes. Viewing Contract Details Once a client signs a quote, the page title changes to View Contract and a Contract Details section appears with the signed date, signer, and a link to the resulting order.