---
title: "Working with Quotes in the IDI Desktop Client"
slug: "working-with-quotes-in-the-idi-desktop-client"
updated: 2026-08-10T20:16:10Z
published: 2026-08-10T20:16:10Z
canonical: "help.idibilling.com/working-with-quotes-in-the-idi-desktop-client"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Working with Quotes in the IDI Desktop Client

Quotes can be edited and approved from the IDI Desktop Client.

1. Open an existing customer and select **Quotes** from the **Account** menu. This displays the Quotes window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27695.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
2. Right-click and select **Edit** to modify the Quote details:

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27696.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
3. Select the **Sales Quote** tab or the **Journals** tab to view and modify details. From the **Journals** tab you can add new journals, follow-ups or trouble tickets, close follow-ups and trouble tickets, or view the details.

If a follow-up or trouble ticket is waiting for approval, you can right-click it and select **Close Follow-Up,** if you have the correct permissions. A confirmation dialog box is displayed. Select **Yes** to close the follow-up or trouble ticket.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27697.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)

#### Viewing Details

To view details of a quote:

1. From the Quotes window, right-click and select **View Details**. This displays the Quotes Details window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27698.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
2. Right-click and select **Edit** to view the Edit Quote Details window.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27699.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
3. Modify the necessary fields and click **Save** to save the changes.

#### Viewing Service Details

To view Service Details for a Quote:

1. From the Quotes Details window, right-click and select **View Service Details**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27700.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
2. Right-click the service detail and select **Edit** to modify the service number.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27701.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
3. Click **Save** to save the service number changes.

#### Viewing Add-On Details

To view Add-On Details for a Quote:

1. From the Quote Details window, right-click and select **View Add-On Details**.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27702.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
2. Right-click a row and select **Edit** to modify the information.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27703.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
3. Click **Save** to save the changes.

#### Viewing Usage Details

To view Usage Details for a Quote:

1. From the Quotes Details window, right-click and select **View Usage Details** to view the usage details.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27704.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
2. Right-click a row and select **Edit** to modify Quote Usage Details.

![](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/27705.wmf?sv=2026-02-06&spr=https&st=2026-11-14T10%3A51%3A55Z&se=2026-11-14T11%3A51%3A55Z&sr=c&sp=r&sig=FmxlcqekMY3S%2B%2F9eQQUCyFDvXG%2BVp6%2BuLLdCT0NtXbM%3D)
3. Click **Save** to save the changes.