Edit an Existing Quote
On the Home page, in Find case reference, enter your case reference and open the case.
On the Case Tracking page, click Quotes.
Click Edit Quote.
Edit the quote details as required.
Click Update Quote Details to save your changes.
⚠️ Important
If any tasks have already been completed by the client, they will need to re-sign those tasks where information has been changed.
💡 Tip
If you amend the Sale or Purchase address, the updated details will populate under Transaction Details on the right-hand side of the case.
Still Need Help?
If you are still having issues editing a quote after following these steps, please raise a new support case online and reference the title of this article so the Support Team can assist you.