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Refreshing Quote Pricing from a Specific Date

Learn how to update pricing methods, pricing dates, and expiration dates across multiple quotes.

The Update Pricing form allows pricing methods, pricing dates, and expiration dates to be updated across multiple quotes at once.

To update pricing from a specific date:

  1. Open the Project page.

  2. Select the Refresh Pricing From Date icon (calendar with a circular arrow). The Update Pricing from Date form appears.

  3. Select one or more options by selecting the checkbox:

    • Change Pricing Method. Select Automatic or Manual pricing for all selected quotes, or select Keep as is.

    • Change Pricing Date. Select a new pricing date from the calendar.

    • Change Expiration Date. Set a new expiration date, or keep the current one.

  4. Select Next to continue through the remaining form steps and complete the updates.


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