How do I edit a quote?

You can easily edit a quote before you send it to your client by selecting "Edit" at the bottom right of the quote card.

Once a quote has been accepted by your client, you can edit it by selecting "Edit Quote" in the right-hand sidebar. Your dashboard will guide you through re-sending the quote together with an accompanying message.

Updating/editing any part of a quote after the client has accepted it will require the client to re-accept it.