Skip to main content

How to edit sent/accepted quotes

Editing sent/accepted quotes

Written by Michelle

Edit a sent quote

  1. Go to QuotesAll quotes and open the quote.

  2. Update what you need.

  3. Finish the update

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

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

Edit an accepted quote

  1. Go to QuotesAll quotes and open the quote.

  2. Click OptionsRevert to sent.

  3. Make your changes.

  4. Finish the update

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

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

Remember to download the Rounded mobile app!

Did this answer your question?