Overview:
This document provides the steps to modify a draft quote in Xvantage.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
Click My Quotes to view all quotes created under your account.
Locate the draft quote you want to modify using the search bar or the available filters.
Note: Only quotes with a Draft status can be modified.
Click the Quote Name/ID hyperlink to open the quote details.
Make the necessary changes to the quote. You can:
Adjust product quantities.
Add or remove products.
Edit customer information.
Update the quote expiration date.
When you have finished making changes, choose one of the following options:
Click Save or Save & Exit to save the quote as a draft.
Click Activate to activate the quote.
Once activated, the quote status changes to Ready to Order and remains in that status until the quote reaches its expiration date.
Note: If the quote has expired or is already in Ready to Order status, editing may be restricted. In this case, contact your sales representative for assistance.