After you send a quotation, you might need to fix a price or send the client another copy. You do both from the Quotations page. This guide walks you through it from login.
Resend a quotation
Use this when the quotation is right but the client needs it again.
- Log in to your workspace.
- In the left menu, under Finance, click Quotations.
- Find the quotation and click the three dots on its row.
- Click Resend.
The client gets the same quotation by email again, with a fresh link to review and accept it. Nothing about the quotation changes.
Edit a quotation
Use this when something on the quotation is wrong.
- On the quotation's row, click the three dots, then click Edit.
- Change the lines, the amounts, the dates, or the terms.
- Click Preview quotation, check it, then Save changes.
Because a quotation is an offer and not yet in your books, it is updated in place and keeps its number. The client sees the corrected version.
Important
You can edit a quotation while it is still sent, meaning the client has not acted on it yet. Once a quotation is accepted, declined, or turned into an invoice, it is locked so the record of what was agreed cannot change. To offer something different at that point, create a new quotation.
Which one do I need?
- Client lost the email, quote is fine: Resend.
- Wrong price or detail, not accepted yet: Edit.
- Already accepted or invoiced: create a new quotation instead.
See Quotation statuses explained to understand what each status means.