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How to merge a quote/ estimate?

How to merge quotes or estimates.

In order to Merge two quotes/ estimates, they must be linked to the same Aircraft Profile.

To merge a quote or estimate, view the quote/ estimate you want to retain.

Click Tools.

Click Merge QuoteNote:  This button will only be available if you quote/ estimate is linked to an Aircraft Profile.

Select the quote/ estimate you want to merge into your retained quote/ estimate from the dropdown.  Note:  Only quotes/ estimates linked to the same aircraft profile will be available from selection.

Review the information from the selected quote/ estimate to make sure that is the quote/ estimate you want to merge.

If it is the correct quote/ estimate, click Merge.  If it is not, select a different quote/ estimate from the dropdown.

Read the information modal.

If you have read the information modal and want to proceed with the merge, check the checkbox and click Merge.  Otherwise, click Cancel.