How do I edit or delete a quote?

 

Rohit Maurya

2 years ago Updated

FollowNot yet followed by anyone

Created quotes will appear on the Projects tab. There are three icons that show on the right. Click on the pencil icon to edit the quote, the trash can to delete the quote or the dollar sign to go to the finance page.

 

You can see a preview of the project and an image of the panel layout by expanding any of projects.

Recently viewed articles

• How can I create a custom battery?
• How can I add additional users to my company account?
• Who has access to the Settings tab?
• If I am an Admin, can I see all of my company’s leads?
• How can I manage privileges for user profiles?

Related articles

• How do I change the default Utility?
• How extensive is ENACT’s rate database?
• How can I change the Load profile?
• Can I edit the basic info?
• Enact's Comprehensive Onboarding Package: A Guide for New Customers (Nearmaps & Google Solar)

Comments

0 comments

Article is closed for comments.

• Related Articles

• Can I edit the basic info?

  Rohit Maurya 2 years ago Updated FollowNot yet followed by anyone Yes, you can edit the contact name and contact details by clicking the pencil on the right side of the page. However, you cannot edit project name, project type, address, source, and ...

• How can I suspend or delete user profiles?

  Rohit Maurya 2 years ago Updated FollowNot yet followed by anyone The ability to Suspend or Delete users lies only with the admin. For Suspending / deleting a user from your account , go to the Settings tab and click on "Users Setup". Then, select ...

• How can I delete a project?

  Rohit Maurya 2 years ago Updated FollowNot yet followed by anyone To delete a Project , click on an individual project or multiple projects at a time that you would like to delete & then click on the red recycle bin icon on the top right corner of ...

• How do I delete / archive a costing profile?

  To archieve an existing costing profile , navigate to the desired costing profile under Costing Setup & click on the Archive Icon on the right handside.

• How can I search for Modules?

  Vince Bitz 2 years ago Updated FollowNot yet followed by anyone To search for modules , click on the “SETTINGS” tab, click on “HARDWARE SETUP” and enter the module name you want to search for. A pop-up window will appear by clicking on the eye icon ...