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How to edit sent/accepted quotes

Editing sent/accepted quotes

Written by Michelle

Edit a sent quote

  1. Go to Quotes → All quotes and open the quote.

  2. Update what you need.
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  3. Finish the update

    • If it was sent with an online link, you can mark it as sent again (Options → Mark as sent) without resending.

    • If it was sent with a PDF copy, resend it to show changes.

Edit an accepted quote

  1. Go to Quotes → All quotes and open the quote.
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  2. Click Options → Revert to sent.
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  3. Make your changes.
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  4. Finish the update

    • If it was sent with an online link, you can mark it as sent again (Options → Mark as sent) without resending.

    • If it was sent with a PDF copy, resend it to show changes.

Remember to download the Rounded mobile app!

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