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
NOTE: 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 they must be resent for the client to see 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 they must be resent for the client to see 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.
Remember to download the Rounded mobile app!