Edit a conveyancing quote


This guide will look at editing a conveyancing quote.

Please note: In order to create a conveyancing quote you must firstly have a conveyancing calculator setup for your firm. Read this guide for help creating a conveyancing calculator for your firm.

Read this guide for help creating a conveyancing quote.

 

Editing a conveyancing quote

Before editing a conveyancing quote firstly you will need to access it by opening the clients person record and selecting the quote.

opening-conveyancing-quote

 

Then select EDIT QUOTE

edit-conveyancing-quote

 

You can now make edits to any of the values in Fees, Supplements and Disbursements and you can add and remove supplements and disbursements.

 

If the price of the property changes then enter the new price into the Property Value box and select update to recalculate your fees.

update-property-value

 

 

Selecting SAVE will save your changes to the quote.

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