How do I change the property on a quote?

SortScape ties each quote to the property you select when you create it. That property links the quote to the client and billing contact. You cannot change the property on an existing quote.

If you picked the wrong client or property, use Copy to keep your line items and notes.

Copy the quote to the correct property

1. Open the existing quote.
2. Open the quote dropdown menu and click Copy.
3. Select the correct property when creating the new quote.
4. Review the copied line items and notes, then save or send the new quote.

You can delete the old quote if you no longer need it.