You created a job and now you need a quote, but you don't want to convert a quote because it will create a new job?
Use the following instructions to link a quote to an existing job.
Link a quote to an existing job on the Desktop
Create or find your quote-> go to the Additional Info tab-> click the ellipsis under Converted to Job->Select link to existing Job
Select the job you want to link the quote to and click Select
The quote is now linked to your existing job, and the quote becomes read only and inactive.
Link a quote to an existing job on the Portal
Create or find your quote-> go to the Additional Info tab-> click the ellipsis under Converted to Job->Select link to existing Job
Select the job you want to link the quote to and click Select
The quote is now linked to your existing job, and the quote becomes read only and inactive.
