Find a saved quote
Scroll to Saved quotations and select Refresh if necessary. The list shows the most recent 100 revisions. Open a quotation to inspect its saved source and settings.
Revise without losing history
Editing a saved quote and saving again creates a new revision. Earlier prices and profile snapshots remain unchanged. Recalculate after changing settings and confirm your review before saving.
Draft, issued and accepted
A new saved quotation is a draft. Mark issued records that revision as issued, but sends no email. Record acceptance records your confirmation of the customer’s acceptance. These actions do not create a production job.
PDF checklist
Save the company and user identity before saving the quote revision. Download the one-page PDF. Check customer details, currency, quantities, validity and terms. Downloading a PDF does not deliver it to the customer.
Customer decisions and new revisions
Issued quotes can be accepted, declined or receive a change request through a private approval link. Refresh responses in Customer approval to review the result. A new revision disables older approval links. See the Share a quote for customer approval tutorial.