Why can't I edit a quote, and how do I change one that was already sent

Name: Arkon One: Why can't I edit a quote, and how do I change one that was
Duration: 53 s
Description: Why can't I edit a quote, and how do I change one that was already sent. Only quotes in Draft can be edited. For a sent, viewed or accepted quote the message is "Only draft quotes can be edited — use Revise to create a new version."

Next lesson: How to record that a customer accepted a quote (e-signature) →

Why can't I edit a quote, and how do I change one that was already sent. Only quotes in Draft can be edited. For a sent, viewed or accepted quote the message is "Only draft quotes can be edited — use Revise to create a new version."

The steps, written out

Open the quote and press Revise (confirm).
The system creates the next revision (Rev B, Rev C...) as a Draft with all lines copied and a new 30-day validity, and marks the old one Superseded.
Edit the new revision and send it.

Tip

Revise is not available once the quote has been converted to a job. Open the Revisions card to move between versions.

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