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Can I edit a quotation after it's been won?
Can I edit a quotation after it's been won?

Certain details can be changed if you have the required user role

R
Written by Raymond Carrel
Updated over 3 years ago

The ability to edit a won quotation requires the user role Quotation won edit. Your Layer Administrator will be able to grant this role to other users.

Users with this permission will be able to edit some aspects of the quotation:

  • Deal Termination

  • Funding

  • Spend

  • Extra Services

  • Team Members

  • Rate Groups

Any other changes should instead be made to the sales order.

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