How to edit the quote conditions

How to edit the quote conditions

In the Quote tab of a project and below the main quotation are the Quote Conditions. To edit the quote conditions, select from the drop down lists the Trading Terms, Start Date and project Duration. If your preferred option does not appear in the list, you can add an option by clicking the edit button.


To update the default settings for items such as trading terms, exclusions and assumptions, go to your Profile > Quote Settings and Defaults.
To edit the quote exclusions, conditions and assumptions.