Saving a Quote's Details

While editing an exiting or new quote, a user can save the quote at any time.  To save a quote, click the Save button in the upper left hand corner of the Quote Details page.

 

 

Once clicked, the page will refresh to an uneditable Quote Details page.  (see the Editing a quote page for instructions on how to resume editing the quote)

 

Note: The user will be prompted to enter information into all of mandatory data fields, if they have not done so, before the system will save a quote to the database.

 

Clicking cancel will cancel any changes made to an existing quote, or will cancel a new quote if it has not been saved already.