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Quote Locking

Quote Locking and how it works on D-Tools Cloud

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Written by Ashok P
Updated over 2 weeks ago

Cloud has a Quote Locking functionality that locks the edit options of a quote when its proposal is being reviewed by the customer. When a quote is locked, you or other resources assigned to the opportunity cannot add or remove items or change payment terms and taxes. The quote is read-only.

As soon as you share the proposal for a quote, Cloud automatically locks the quote.

If you want to unlock the quote to make changes requested by the customer, open it and click "Unlock" in the banner at the top. This will enable all editing functionality in the quote.

Because the proposal is a live document, any changes you make to the unlocked quote will be reflected in the proposal. If you want to lock the quote again, you will need to reshare the proposal.

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