Change a sent quote

A sent quote can’t be edited, so the customer always has an exact record of what you offered.

1. Open the quote and select Revise.
2. A new version starts as a draft. Change what you need and select Save draft.
3. Send it again.

The link in the first email stops working, and the customer is pointed to the new one. Every version is kept under Versions, with the date it was sent.

To withdraw a quote altogether, select Cancel quote.