Up until now, if Taxes weren’t added on Quote Create, or needed to be modified, you’d ultimately need to generate a new Quote with the appropriate tax. We understand that this is time that could be better spent selling! With that in mind, we’re excited to release new functionality today that streamlines this process by offering the ability to edit the existing tax rate(s) on Quote Edit as shown in the example below:

It will also calculate if the tax amount is changed, and will recalculate if you change anything else when editing the Quote.

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