Salesmate allows the ability to quickly locate and access previously issued quote documents that have not been completed.
Topics Covered:
What does Recalling Quote do
- Set the document to Draft mode.
- Terminate any ongoing approval processes.
- Revoke all signing links that have been sent to the customer.
How to Recall a Quote
To Recall a Quote,
- Navigate to the Quote module from the left sidebar.
- Select the Quote that you wish to Recall
- On the detail view page, click on the Recall Button
- Confirm the action to proceed.
Note:
- A Quote can only be recalled if it is not fully signed; the recall option won't appear if all signatories have accepted it.
- When you recall a quote/document, it will overwrite it with the template and reset all variables. It will also remove the fields that you might have added at the time of sending it.
- You can also change the template during recall, which will update the quote accordingly.
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