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How do I edit a quote?

You can edit quotes after sending them if you need to add more information

Updated over 3 weeks ago

To edit your quote, follow these simple instructions:

  1. Head to the Quotes area in the main menu

  2. Click into the quote you would like to edit

  3. On the top right-hand side of the message you'll see the option to "Edit Quote".

  4. Once selected this will bring you to a page whereby you can edit the text and your estimated cost for the job.

  5. Once you're happy with your edits, press Update Quote

The customer will not be notified if you edit the quote.

So, if your quote has already been viewed by the customer and you have made updates based on a conversation you have had with them, we recommend sending a message to them in the chat to let them know you have updated their quote.

This will send them an email, so they can come back and view the edits you have made.

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