Revising a Quote


  1. Open the Quote you want to revise.
  2. Click on 'New Revision'. NOTE: Quote status must be either Superseded or Accepted.
  3. A pop up will appear to confirm you want to create a revision, press 'Create'.
  4. You will now be taken to your new Quote to revise as required.

In the example below you will see that the Quote number has changed to 2311-001/02. This will continue to increase if more revisions are done.

Open the quote, ensure the quote status is either accepted or superseded & click 'New Revision'.
Once you create your revision you will be taken straight to the new quote!

Information: you will be able to see all of the quotes under the lead dashboard and resources.

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