Unlocking Quotes and Estimates

Locked quotes and estimates are documents that are already open on another workstation. If you need to work with a locked quote or estimate, you can unlock it.

To unlock a quote

1. Press F12. The Quote and Estimate Writer opens.

2. Click Find Quote/Est. The Quote and Estimate List appears.

3. To display locked quotes and estimates only, click Locked.

4. Select the quote or estimate that you want to unlock. Then click Unlock Quote/Est. The Quote and Estimate List displays all active quotes and estimates.

Note: If you don’t see the quote or estimate that you just unlocked, it might have expired. In this scenario, select Expired or Both to display the quote on the list.