Pushing to an Existing Quote in Ascora

  • Updated on Sep 20, 2023
  • Published on Dec 12, 2022
  • 1 minute(s) read
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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

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  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

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  1. Click #Quote number to view Quote in Ascora

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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.

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Are inclusions and exclusions in my quote retained?

Yes.


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