How to Enter or Edit Your Quotation For List in SprintSuite

To ensure your quotes display the correct intended title, you need to manage the "Quotation For" list in SprintSuite. Follow these steps to add, edit, or deactivate entries.

Adding a New "Quotation For" Entry

1. Login to your SprintSuite portal.

2. Navigate to Settings and select the Quotation For List.

3. Click on Create Quotation For.

4. Enter the name or details of the quotation.

5. Click Create Quotation For to save.

The new entry is now available for selection in your quotes and will appear on the quote PDF.

Editing an Existing "Quotation For" Entry

1. Navigate to the Quotation For List in Settings.

2. Locate the entry you wish to edit.

3. Click the pencil icon to modify the details.

4. Click Create Quotation For again to save the changes.

Deactivating a "Quotation For" Entry

1. Navigate to the Quotation For List in Settings.

2. Locate the entry you wish to deactivate.

3. Click on the three dots next to the entry.

4. Select the Deactivate option.

By following these steps, you can efficiently manage your "Quotation For" list and ensure accurate details on your quotes.