Contents x
    Pushing to an Existing Quote in Ascora
    • 20 Sep 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Contents

    Pushing to an Existing Quote in Ascora

    • Updated on 20 Sep 2023
    • 1 Minute to read
    • Print
    • Dark
      Light
    • PDF
    Article summary

    Update Project Quantities by sending them to an existing Sections Pricing Method Quote in Ascora.

    1. From the Ascora Tab, click Push to Existing Quote

    ascora-push-to-an-existing-quote.png

    1. Enter the Quote number or name and make a selection from the search results

    ascora-push-to-existing-quote-2.png

    1. (Recommended) uncheck Remove all existing sections from Quote
      This will retain any extra Sections added in Ascora
      (Optional) add Description and adjust Status
    2. Click Update

    ascora-push-to-existing-quote-3new.png

    1. Click #Quote number to view Quote in Ascora

    ascora-push-to-existing-quote-4.png

    Frequently Asked Questions

    There are additional Sections in my Ascora Quote that I've added while in Ascora. If I push to an Existing Quote, will these be lost?

    No. If you follow the Recommended Step 3 and uncheck Remove all existing sections from Quote before updating.


    I have an existing Time and Materials Quote in Ascora that I want to push new Quantities to. Can I do this?

    No. Groundplan supports updating Quotes that have Sections Pricing Method ONLY.

    FAQ-time-and-material.png


    Are inclusions and exclusions in my quote retained?

    Yes.


    💡Accessed your Company's free 1 hour Training Session?

    Organise your session today! Click Help > Send us a Message and ask to book in for free training.

    Trainers can assist with:

    • Workflow solutions
    • Time-saving tips
    • Making sure you're getting the most out your subscription

    If you've accessed your free training and need further support, reach out to book a 1 or 2 hour paid session.

    Was this article helpful?
    What's Next