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Home > The Whitespace Platform for Underwriters > Quoting > How do I edit a request to quote?
How do I edit a request to quote?
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Only an underwriter can edit a request to quote. Requests to quote will appear in the slipcase.

 

Instructions

  1. Select 'Request to Quote' document.
  2. Navigate to line item.
  3. Select 'Edit' button on browser (or pen and paper icon on iOS)
  4. Edit line item.
  5. Click 'Save' (or 'Done' on iOS).
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