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:

  1. Click into the quote you want to revise. Note: The quote status must either be superseded or accepted.
  2. Click New Revision, then Create.
  3. 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.

Open the quote, ensure the quote status is either accepted or superseded & click 'New Revision'.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!

Note: You can see all the different versions of a quote in Leads > [Lead #] > Dashboard or Leads > [Lead #] > Resources > Quotes.

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