Change a quote after you’ve sent it

A sent quote is frozen, so what the customer accepted is exactly what you sent. To change it, revise it: a fresh draft, and the old one marked superseded.

While it’s a draft

Edit anything. Save draft keeps it, Delete draft removes it for good. Nothing has gone to the customer yet.

Once it’s sent

1. Open the quote and click Duplicate, top right.
2. Leave the customer as it is and the modal offers Replace Q-N, ticked. Leave it ticked and the button reads Revise.
3. Click Revise. You get a new draft with the same lines; the old quote becomes Superseded and stops being acceptable at once, so the customer can’t take the old price while you work.
4. Edit the new draft and send it. The customer’s old link then points them at the new quote.

Untick Replace and you get a plain duplicate instead: the old quote stays live and acceptable. Change the customer and it’s always a plain duplicate.

After they’ve accepted

The quote shows Awaiting review with a Request revision button. It works the same way, but their acceptance doesn’t carry over: they accept the revision when you send it. Nothing is sent to them until then.

Sending it again

While a quote is Sent, Resend quote email sends the same email again; after a bounce or failure the button reads Try again. Quotes are valid for 30 days from sending, and automatic follow-ups go to the customer at 3 and 10 days while it’s still open. An expired quote can’t be accepted; duplicate it to send an updated one.