Edit a Sent Quote

What this guide covers

This guide explains how to edit a quote that has already been sent to a customer. You will learn what can be changed, how to resend the updated version, and how the customer is notified of the revision.

When to edit a sent quote

You may need to revise a sent quote when:

• The customer requests a change to the scope or pricing.
• You discover an error in the line items or totals.
• Material or labor costs have changed since the original send.
• The customer wants additional items added to the proposal.

How to edit a sent quote

1. Open the quote detail page at /quotes/[slug].
2. Click Edit in the action bar.
3. The quote builder opens with all current details.
4. Make your changes:
   • Add, remove, or modify line items.
   • Update quantities or prices.
   • Change the contact, property, or scope.
   • Adjust notes, terms, or the expiration date.
5. Click Save to save the updated quote.

Screenshot: The quote builder in edit mode with a line item price being updated and a new item being added.

Resending the updated quote

After saving your edits:

1. Return to the quote detail page.
2. Review the updated PDF preview to confirm your changes.
3. Click Send to resend the quote.
4. The customer receives a new email with the revised proposal.
5. The client link at /q/[token] is updated to show the latest version.

Tip: Include a brief message in the email body explaining what changed. This helps the customer understand why they received an updated version.

What happens to the original version

• The quote status remains at its current state (Sent, Viewed, etc.) after editing.
• The activity log records that the quote was edited, including what fields changed and who made the changes.
• The previous version is not separately accessible. The quote always shows its current state.

Note: If the customer has already accepted the original quote, editing and resending effectively replaces the accepted version. Communicate with the customer before making changes to an accepted quote.

What you can and cannot change

Can change	Cannot change
Line items and pricing	Quote number
Contact and property	Creation date
Notes and terms	Activity history
Expiration date	Previous send records
Tax configuration

Best practices

• Always communicate with the customer before revising an accepted quote.
• Review the full quote after editing, not just the changed items, to catch any unintended side effects.
• Use the activity log to track the revision history.
• Resend promptly after editing so the customer does not reference an outdated version.

Related articles

• Create and Send Quotes
• Preview a Quote Before Sending
• Track Quote Status