You can edit sent or accepted quotes.

To edit sent quotes

1. Open the relevant sent quote in the main Quotes section

2. Click Options then Revert to draft

3. Make the necessary changes/corrections

4. Click Options then Mark as sent if you do not want to send the invoice to your client again

To send to your client again, click Ready to send

If you sent the quote to your client using the online link , there's no need to send the quote to your client again. The client will see the updated version when they click the link. PDF quotes won't be automatically updated so will have to be resent for the client to see any amendments.

To edit accepted quotes

1. Open the relevant accepted quote in the main Quotes section

2. Click Options then Revert to sent

3. Click Options then Revert to sent

4. Make the necessary changes/corrections

5. Click Options then Mark as sent if you do not want to send the invoice to your client again

To send to your client again, click Ready to send

Notes:

  • If you sent the quote to your client using the online link , there's no need to send the quote to your client again. The client will see the updated version when they click the link. PDF quotes won't be automatically updated so will have to be resent for the client to see any amendments.
  • To convert quotes to invoices, the quote must either be accepted online again by the client OR be marked as accepted. Click HERE to learn how to convert quotes to invoices.

Don't forget to download the Rounded mobile app!

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