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Edit a Quote

Revise the contents of a quote you have already created.

Edit a Quote changes the contents of an existing Limio Quote — the offers, add-ons and quantities on it — before the customer accepts it.

Editing reuses the same flow as quote creation, but it opens pre-populated with the offers, add-ons and quantities already on the record. You can adjust without starting from scratch, and once loaded the flow behaves exactly as it does during creation.

How to edit a quote

  1. Click Edit Limio Quote from the Actions on the Limio Quote record.

  2. Update offers, add-ons or quantities in the editable Cart Items component.

  3. Click Save.

If you close without saving, no changes are applied.

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