Once a Quote Request has been created there are 3 common options for next steps.
Mark as Closed
Create a Work Order
Manage Quote Requests
Note: At any stage you wish to make edits or add notes, this can be done for the Quote Request, this can also be done for Work Orders and Maintenance Requests
Mark as Closed
Once the Quote Request has been complete, go to Requests > Quote Requests > Click the 3Dots > select Mark Closed. This will close the Quote Request and move it to the Closed Tab
Create a Work Order
To Create a Work Order from a Quote Request go to Requests > Quote Requests > click 3 Dots > click To new Work Order
When the work order has been created it can then be edited and updated. An Article on how to do this is located here.