Update a quote already sent
Make changes without confusing a saved draft with the client’s current offer.
Where to startWedCRM → Leads → Update quote
Before you start
- Know which changes the client has requested.
Step by step
Open the existing quote
Use Update quote on the lead and check its current status.
Create or edit the revision
Use the editor’s revision controls when the sent version needs changing.
Check all affected totals
Review packages, extras, discounts and any revised client notes.
Save and inspect the new version
Confirm the revision contains everything agreed. A saved revision is still a draft.
Send the revised quote
Review the recipient and message and finish sending. Tell the client to use the latest email link.
What happens next
The client has a link to the updated offer rather than the superseded version.
Helpful tips
- Do not tell the client an old link was used merely because the page says it may have been used. It may refer to an expired or replaced invitation.
Troubleshooting
The old link stopped working immediately
Check whether a new draft was created. Complete and send that revision.
Sign-in required to use your workspace. The guide remains available here.