Revising an Issued Quote
Once a quote has been issued, you can't make changes to any financial information it contains. If you need to adjust the costs or the scope of the work, the answer is to revise the quote.
Revising a draft quote. If you need to change details in a draft quote, see Editing a quote.
Revising an accepted quote. If you need to change details in an accepted quote that has been used to create a job, see Creating a new quote for a job.
To revise an issued quote:
- In the Business menu, select Quotes.
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If required, select the down-arrow to the right of the page title and select the required filterA filter provides a quick way to display only selected clients, invoices, quotes and work in progress based on pre-defined criteria. Once a filter has been selected, it becomes the default title for the page. Page titles that are also filter names are shown in blue text with a drop-down arrow, at right..
- On the quote manager screen, select the Issued or Expired tab.
- Drill down on the number of the quote you wish to revise.
- On the quote information screen, select Revise and accept the prompt to create a revised quote. The revised quote is given a new sub-number (/1 for example. You can change this character if you wish) and the original quote is archived and marked as 'Revised'.
- If required, select Edit Quote to make changes to quote information.
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On the edit quote screen, provide the following information, as required.
Field Description Client The name of the client that the quote is for. The name is copied from the original quote, as it's likely that the revised quote is for the original client.
Contact Name of the contact person at the selected client. Select a contact person, as required.
Name The name you will use to identify this quote, and if it is accepted, job.
Description Job description. This will flow through to the job if the quote is accepted.
Budget You can use this field to note the budget figure that you discussed with the client.
Date
The date of the quote. Select a date from the pop-up calendar, as required.
Valid To
The date that the quote is valid to. Select a date from the pop-up calendar, as required.
Quotes are normally valid for 28 days, but you can change this in
Explanation Details of any options that the client may need to consider when accepting the quote. The text you enter here will appear as the introduction to the Options section of the quote.
- Save to save your changes. The quote information screen is displayed.
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On the edit quote screen, provide the following information, as required.
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On the quote information screen, provide the following information, as required.
Field Description Pricing Mode The pricing method used for prices on this quote.
Prices are calculated from the estimated time and applicable billable rates (for tasks) and the quantity and unit price (for costs).
- Select Calculated Price if you want to use the prices shown.
- Select Fixed Price if you want to specify the price directly for one or more billable items. This option allows you to adjust prices to exactly the values you want to use.
Tax The tax type and rate to apply to costs in the quote. If you have more than one rate set up, select the required rate. For details, see
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Add tasks, costs and options, as required.
Adding multiple tasks to a quote
Adding multiple costs to a quote
- Check that the information shown is correct, then do one of the following.
Once a quote has been issued, the financial details it contains cannot be changed.
Field Description Save Draft & Print Saves current quote information and displays the Print Quote screen.
Save Draft Saves current quote information and displays the main Quote Manager screen. Issue & Print Changes quote status to Issued, saves current quote information and displays the Print Quote screen. Issue Changes quote status to Issued, saves current quote information and displays the main Quote Manager screen. Issue & Accept
(on Issue drop-down)
Changes quote status to Accepted and saves the current quote information.
If the quote includes options, the Accept Quote screen is displayed, otherwise the main Quote Manager screen is displayed.
Cancel Deletes the current draft quote.
Related tasks
Adding a contact (Add Contact dialog)
Creating a new quote for a job
Options