Revise a Quote

Who can use this?

Platform: Web | Mobile            Plan: Lite | Pro | Plus            Staff Permission: Quoting

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:

  1. Head to either the Quotes Dashboard or the Dashboard, where you will see quotes that are Awaiting Acceptance.
  2. Select a Quote.
  3. Select the ... option in the upper-right corner.
  4. 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.  

 

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