Before you begin
Who this is for: Quoting users returning to unfinished or repeat work.
An unfinished working draft or an existing saved quotation.
1. Resume unfinished work
Wait for Working draft saved before leaving. On return, choose Restore working draft or Discard draft. Working drafts belong to your user and company; they do not issue a quote. Restored drafts must be recalculated and reviewed.
2. Open the saved revision
Under Saved quotations, select Refresh and open the quote number. This displays the saved snapshot of the source and rates. The list contains the most recent 100 revisions.
3. Revise the same customer offer
Open the latest unaccepted revision, change the necessary details, calculate, review and save. The new revision retains the quote family and increases its revision number. Earlier snapshots stay unchanged. A newer revision makes older customer approval links unavailable.
4. Create a separate repeat order
For a new order, choose Duplicate as new quote. Review the customer, quantities, rates, reference and validity before saving. Saving creates a new quote number, rather than modifying the original order.
5. Resolve a competing tab
If a draft changed in another tab, reload and restore the latest draft before continuing. Avoid editing the same working quote in several tabs. Accepted quotations cannot be revised; duplicate as a new quote when you need a separate offer.
Check your result
Confirm whether the result has a new revision number or a new quote number, according to your intent. Reissue a revised offer and generate a new link before sharing.