1.11 Actions

Last updated on June 10, 2026
  1. Your role and the quote’s status determine which actions you can take.
  2. Edit
    1. Provides access to the quote in the same manner as selecting the Quote Name hyperlink.
  3. Copy
    1. Copies the quote.
    2. The Quote Details page for the copy of the quote is displayed.
  4. PDF Export
    1. View the most recently generated PDF file
    2. The PDF file can be accessed even when the Excel file is still processing
  5. Excel Export
    1. View the most recently generated Excel file
  6. Go to Export Quote
    1. This takes you to the Export Quote page, where you can regenerate your quote output if it is completed.
  7. Copy to Environment (Limited Assignment)
    1. Available only if permissioned
    2. Allows you to copy a quote from a higher environment to a lower one (Production, Stage, Test, Development).
    3. A notification shows that the quote has been successfully copied to the chosen environment.
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  8. Mark Quote (Admin and Staff Roles Only)
    1. Mark as Not Processed
      1. This can be used if the quote is stuck in processing.
    2. Mark Final
      1. The current quote status must be completed.
      2. The quote has been finalized with the group.
    3. Mark Unfinal
      1. The current quote status must be final.
      2. The quote is no longer finalized with the group.
    4. Mark Pending Sale
      1. The current quote status must be completed.
      2. The quote is about to be finalized with the group