Revise a sent quote
Change a quote after sending it. It keeps its number, and the customer gets the new version in place of the old one.
In the app: a sent quote → Revise
A sent quote can’t be edited directly: Quotebird keeps an exact copy of what your customer received. To change it, revise it.
- Open the sent quote and tap Revise.
- Confirm Revise. The quote becomes a draft again with the same number. The customer keeps the version you sent until you send the revision.
- Make your changes and tap Send revision.
The customer’s link stays the same and shows the new version. While you’re revising, their page says you’re updating the quote and they can’t accept it.
When you can’t revise
- Accepted quotes stay as the customer signed them. To change the work, use a change order.
- A quote with an invoice can’t be revised until you void the invoice or issue a credit note.
Deleting
Only drafts can be deleted, with the bin at the top. A sent quote can’t be deleted: it stays in your records. Quote or estimate can only be switched before the first send.