ProSales - Merge Quotes

Modified on Thu, 21 Apr, 2022 at 10:08 AM

This guide provides a walkthrough for the 'Merge Quotes' function.


  • File > Quote Management > Merge Quotes


  • Enter the reference number of the quote you want to keep (the "Primary Quote"), then click 'Search'.



  • This will display the details of the quote entered, confirm that they are accurate.



  • Proceed to enter the 'Secondary Quote' (this is the quote you wish to combine with the 'Primary Quote') then click 'Search'.

  • Confirm that the details of the secondary quote are correct and that the 'Primary' and 'Secondary' quotes are correct, then click 'Merge'.



  • A confirmation popup will appear, if all information is correct then click ' Yes'.



  • Quotes will be merged.


  • The merged quote will be displayed on screen .


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