Revising a quote creates a copy of the quote and also cancels the original. Use this function when a customer requires amendments to be made to the original.
To revise a Quote:
- Head to either the Quotes Dashboard or the Dashboard, where you will see quotes that are Awaiting Acceptance.
- Select a Quote.
- Select the ... option in the upper-right corner.
- Select Revise Quote.
Note: After using the "revise" function, Tradify will automatically take you to the new quote. Feel free to add your amendments to it now, or save it and apply them at a later date.
Note: Saving the quote will leave it in a "Draft" state, whilst the original quote can be found in the "Cancelled" status.