Step by step
- Open the sent, expired or declined quote.
- Press New version at the top right. A new draft opens with the same number, the next version (for example v2), and copies of the lines, title and notes.
- Change the lines and details.
- Press Finalise quote and send the new link.
Rules
Only sent or declined quotes can be revised: "only a sent or rejected quote can be revised".
Only one new draft at a time: "a new version of this quote is already being prepared". Open it from the version links under the title.
When the new version is finalised, older sent versions are marked Replaced and their links stop accepting answers.
The valid until date is not copied, so the new version gets a fresh date.
Works together with
- Finalise and send a quoteFinalising gives the quote its number and validity date, locks the lines and creates an approval link you send to the customer.
- The quote pageOne quote: its lines and totals, the approval link, the customer's answer and its versions, with the actions in the toolbar at the top.
- Withdraw a quoteTake back a sent quote so the customer can no longer accept it.