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.

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.