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'.
- The merged quote will be displayed on screen .
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