How to Revise a Quote
When a quote has been accepted, but you or the client wants to make revisions, you can do so by following these steps:
- Click into the quote you want to revise. Note: The quote status must either be superseded or accepted.
- Click New Revision, then Create.
- You will be taken to a new page to revise your quote.
In the example below, you will see that the quote number has changed to 2311-001/02. The number at the end will continue increasing with each revision.
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Note: You can see all the different versions of a quote in Leads > [Lead #] > Dashboard or Leads > [Lead #] > Resources > Quotes.