Changing a quote after sending

Once a quote is sent, it doesn’t change, so you and your client always see the same thing. To change it, make a new version.

1. Open the quote.
2. Tap Change (new version).
3. Change what you need on the new draft, then send it.

The new version keeps the quote’s number. The old one shows “A newer version of this quote replaced it.”

You can change a quote only while it’s waiting for an answer. Once it’s accepted, declined or expired it stays as it is: for different work, make a new quote.

Already turned into an invoice?

An invoice can’t be changed either. See Fixing an invoice (credit notes).