CHANGE QUOTES AND CONTRACTS BEFORE ARRIVAL

After quote is generatedSelect SALES >> ORDERS and select the order you want to work with.

Choose revise from the navigation ribbon at the top of the page.

Edit the information as necessary and click save. You can now generate and email a new quote, which will be noted in the Details section near the bottom of the page.

After contract is generatedTo revise an order after a contract is generated, choose revise and make the necessary changes.

Click save and then generate contracts. This will generate a revised contract based on the new information.

To see the contract historyFrom the Documents section on the lower right side of the form, click on the item that says Contract [order title].

Click on generated contract for [order title] to see the contract generation history.