Overview
Quotes can be edited at any time after creation – as long as they still have the Draft status. Sent and accepted quotes are locked.
Editing a quote
- Go to Quotes and click on the desired quote
- Click Edit
- Change items, prices, quantities or the introduction text
- Click Save
Once sent, a quote can no longer be edited. If you need changes, create a new version using the duplicate function.
Duplicating a quote
Useful when you want to create a similar quote for another customer or a follow-up project:
- Open the existing quote
- Click Actions → Duplicate
- A copy is created as a new draft
- Adjust the customer, items and prices
Changing status
A quote goes through these statuses:
- Draft – Being worked on, not yet sent to the customer
- Sent – Sent to the customer, awaiting response
- Accepted – Customer has accepted the quote
- Rejected – Customer has rejected the quote
Change the status using the status buttons on the quote detail page.
When a quote is marked as Accepted, you can create an order directly from it – all items and customer data are carried over.