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Service | Customer Service, Contact Center, Fie...
Suggested Answer

Can I revise a quote of I have created an order from it and the status is now "Won"?

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I created an order from the quote and now the quote has a status of read only and 'Won'

I want to make a revision to the quote. Is that possible? 

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    on at

    Hi Partner,

    Unfortunately, you cannot revise a quote after the status changed to Won, the 'Revise' button can be shown when the status is 'Active'(status reason is In Progress or Open).

    pastedimage1640241151876v3.png

    You can achieve this by creating a on-demand workflow to change status of the won quote.

    pastedimage1640240738049v2.png

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