Update product characteristics

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use the Quote Characteristics tab to make updates to product characteristics.

    Before you begin

    Role required: sales_agent

    About this task

    After a quote line is created, it may be necessary to change product characteristics as the quote is negotiated with a customer. Product offerings with customizable options can be updated as the quote evolves.

    Procedure

    1. Navigate to the List view Lists tab.and select All Quotes.
    2. Select the line item for the product characteristic change.
    3. Select the Quote Line Characteristics tab.
    4. Select the quote characteristic you want to update.
    5. Make the characteristic change and select Save.

    What to do next

    Create multiple quote revisions. See Create quote versions with the Revisions tabfor more information.