Revise a quote before sending

Quote revision keeps scope, pricing, terms, and expiration clear before a customer sees it.

What this feature is for

• Quote revision keeps scope, pricing, terms, and expiration clear before a customer sees it.

When to use it

• A draft quote needs a scope or price change.
• A teammate or customer asked for a different option before acceptance.

Do it manually

1. Open Money and find the quote draft.
2. Review customer, scope, line items, terms, taxes, discounts, and expiration.
3. Make the needed changes.
4. Preview the customer portal view.
5. Send only after the revised quote passes review.

Ask Faster AI

Review this quote draft and revise it for [requested change]. Check scope, price, terms, expiration, and portal preview before I send it.

Review before saving or publishing

• Confirm the customer, amount, due date, tax, discount, and payment terms.
• Preview customer-facing links before sending them.
• Record refunds, credits, and manual payments only after checking the latest balance.

Common mistakes and fixes

• If a document will not send, check that payment setup and customer email are complete.
• If the balance looks wrong, reopen the document detail and refresh payment applications.
• If a payment event is delayed, review Money outbox status before creating a duplicate action.

Placeholder media

• Screenshot placeholder: Replace with an annotated screenshot of revise a quote before sending.
• Video placeholder: Replace with a short walkthrough showing the manual path and review step.

Related help

• Create and send a quote
• Copy and open customer portal links