Our Quote Unification feature is currently in beta testing. It introduces a brand new interface that will unify Quote Create, Edit, and Copy, and make it much easier to build Quotes and work with their Line Items.

Here is some information on the changes and how the new interface will look:

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As a heads up, due to the changes to the Quote Edit functionality, Quote Revisions made prior to the update will no longer be able to be revised. You will still be able to Edit or Copy the first version of the Quote.

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