The Quote Date is automatically set when a Quote is first sent. You can also change (and manually set) the Quote Date if you need to provide a ‘backdated’ Quote.
Change the Quote Date
- Open the Quote that requires the change. If the Quote has already been sent, hit ‘Actions’ (top right), select ‘Edit Quote’, then follow the steps to take it offline and edit it.
- While editing the Quote, go to the Quote Settings section (top right), and hit ‘Show All Settings’
- Click into the Date field, and select your desired Quote Date from the calendar date picker.
- Hit 'Save', or 'Preview & Send’.
The Quote will now be fixed to the new Quote Date.