Revise and send a quote
Keep revisions and customer decisions connected to the commercial record.
Before you beginUse a representative record and confirm you have the permissions required for this area.
Step by step
- Open the quote detail workspace.
- Check client, scope, pricing and document presentation.
- Create a revision when commercial content changes.
- Send through the approved customer communication path.
- Record acceptance before creating live production work.
Good practice
Never overwrite the history of what the customer actually accepted.
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.