If I change a template's price, do open quotes update?
No. Saved quotes retain their saved line and option prices when you change the template's pricing.
There is no automatic warning that those prices have changed.
Re-select an option to use its current price, or use the line's Pricing controls to review an allowed adjustment before saving the quote.
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People also ask
From other topicsDo catalog price changes update quotes I already saved?
No. Saved quotes and drafts keep their recorded option prices and labels when the catalog changes.
Placed orders keep their sold details too. Re-picking an option value on a saved quote uses today's price, so make that change only when you intend to revise the offer.
How do I update template prices by CSV without clearing other details?
Remove columns you do not intend to update, and keep the existing template handles. Omitted columns preserve their current values.
With updates enabled, blank cells in present columns can clear details such as descriptions, costs, images, terms and overrides. Use Upload and check, then review every blank-clear warning before Apply import.
Open its own pageFull guide: Import and export templates with a CSV
Can I undo a change to a quote, template or vendor?
Yes. Open the record's Activity, choose Version history, and click Restore this version on the saved version you need. Review Current and After restore before confirming Restore version N.
Your role must be allowed to edit the record, and normal locks still apply. Restoring adds a saved version and keeps the later history.
Open its own pageFull guide: See what changed and restore an earlier version
Where do I change the message after a customer requests a quote?
Edit Thank-you message under SettingsBrandingRequest sent page. Enter up to 300 characters, preview the wording and save. The message appears after the customer submits a quote request.
The portal's separate Footer message allows up to 500 characters and appears at the account-page bottom.