Creating a revised quote
When a customer requests changes after you've sent a quote, you can create a revised version rather than editing the original. This keeps a clean audit trail and lets the customer see exactly what changed.
How to create a revised quote
Navigate to the quote from the Quotes list or the customer's record. Click the Revise quote button in the top-right action menu.
A new quote is created automatically with the same line items, prices and terms as the original, and labelled Revision 2 (or the next revision number if you have revised before).
Add, remove or adjust line items and prices. All changes are tracked against the original revision so the customer can see exactly what was modified.
Use the Revision notes field to explain what changed and why (e.g. "Added scaffold hire as requested. Removed contingency allowance."). This note is visible to the customer in the portal.
Click Send quote. The customer sees both the original and revised versions in their portal, with the latest revision marked as current. They can compare both before accepting.
Only the current revision can be accepted by the customer. Previous revisions are archived for reference but cannot be accepted.
Frequently asked questions
No. Once a quote has been accepted it is locked. To make changes after acceptance, convert the quote to a job and raise a variation order from the job record instead.
There is no limit. You can create as many revisions as needed. Each is numbered sequentially (Revision 2, Revision 3, etc.) and all are visible to the customer in the portal.
Yes. The customer receives an email notification when a new revision is sent, with a link to view the updated quote in their portal. The email subject line includes the revision number so they know it is an update.
You cannot make a previous revision the current one directly, but you can create a new revision and manually restore the earlier pricing. All revision history is preserved for reference.
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