Socket Pro Tips: Edit Existing Taxes on Quote Edit

We recently launched a new feature that allows you to edit existing Taxes on Quote Edit. There are, however, scenarios where you may not know what taxes are to applied to the Quote at the time of Quote generation. By using this new feature, and the ability to Apply Manual Tax Rates on Quote Create, we can accommodate this scenario without having to generate a new Quote.

After choosing the appropriate Quote Template and Items, simply select Apply Manual Tax Rate(s) under Quote Options:

This will allow you to enter placeholder text in the Name field and 0 in the Rate field as per the example below:

This information will only be displayed internally on Quote Edit to add the required taxes:

The revised Quote PDF with the added taxes:

Happy Quoting!