The steps required to revise the content of a quote or estimate depend on its status.
| If the status is... | For details on how to revise the quote or estimate see... |
|---|---|
| Draft | Edit a quote or estimate |
| Issued (but not accepted) | Revise an issued quote or estimate |
| Accepted | Create a new quote or estimate for a job |
Related tasks
- Accept a quote or estimate
- Add a client
- Add a contact (new contact dialog)
- Print, email or export quote or estimates
Quote manager options
- Apply Additional Templates (see Apply additional templates to a quote or estimate)
- Change Quote to an Estimate (see Change a quote to an estimate (or an estimate to a quote))
- Add Costs to Cost Admin (see Add multiple costs from quotes to cost admin)
- Copy Quote (see Copy a quote or estimate)
- Delete Quote (see Delete a quote or estimate)
- Save Quote as Template (see Save a quote or estimate as a job template)
- Create Lead from Quote (see Create a lead from a quote or estimate)