How to edit Quote name

  • Published on Jul 26, 2025
  • 1 minute(s) read
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Edit quote name.    

Prerequisites

  • Project with quotes

  • Edit permissions

Steps

Step 1: Open Edit Dialog

From quote details, click three-dot menu → Edit.    

Step 2: Edit Quote Name

Change the quote name and click "Save".    

Step 3: View Updated Quote

Quote name is updated in all locations.