Revise, duplicate or withdraw a quote

Quotes · Updated Sep 11, 2026 4:24 AM UTC

Sent quotes keep a record of the price and scope that the customer saw.

How to use it

Open the quote and use its revision action to change a sent offer. Review and send the new version. Duplicate when starting similar work for another customer. Withdraw or void an offer when it should no longer be accepted.

Example

If a customer asks for a second room, create a revised offer rather than silently changing the accepted scope.

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Need a hand?

If something does not match your screen, check your workspace role and plan, then include the page or app version when opening a support ticket. Never include a password, API key or payment-card details.