3 min guideUpdated August 2026App review required

Revise and send a quote

Keep revisions and customer decisions connected to the commercial record.

Best forSales / Estimator
Before you beginUse a representative record and confirm you have the permissions required for this area.

Step by step

  1. Open the quote detail workspace.
  2. Check the client, contact, line items and totals. Choose Document to review the generated customer output.
  3. Edit a Draft directly. If an Issued or Accepted quote changes, choose Actions → Create revision, enter the reason, and preserve the locked original.
  4. Choose Email, review the generated document, recipient, subject and message in Document Delivery, then send.
  5. Issue the quote before recording it as Accepted. Only then continue to Job preflight.

Good practice

Never overwrite the history of what the customer actually accepted.

Screen reference

What you will see

SignBas3 quote detail page using synthetic customer scope
Revisions, customer delivery and acceptance stay attached to the commercial record production will later inherit.

Screens show the synthetic BrightLine demonstration workspace. Your records, permissions and configuration will change the details you see.

If your workspace behaves differently, record the relevant job, client or record number and raise a support ticket so the team can investigate the exact context.