On desktop? Click HERE for the desktop help article.

You can edit sent or accepted quotes.

To edit sent quotes

1. Open the mobile app and log in

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

3. Tap the Options icon

4. Tap Revert to draft

5. Make the necessary changes/corrections

6. Tap Options then Mark as sent to change the status of the invoice to Outstanding. This will not send the invoice to your client again

Or to send to your client again, tap 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 sent quote in the main Quotes section

2. Tap the Options icon

3. Tap Revert to sent

4. Tap the Options icon again then Revert to draft

5. Make the necessary changes/corrections

6. Tap the Options icon then Mark as sent if you do not want to send the invoice to your client again

Or to send to your client again, tap 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.
  • An invoice which was created by converting an accepted quote to an invoice will not be deleted if the accepted quote is reverted to a draft. That draft invoice will have to be deleted separately as an additional draft invoice will be created once the edited quote is accepted/marked as accepted again.

Have you seen Rounded on desktop? Log in via app.rounded.io on your desktop browser to take a look!

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