You can edit a quote as long as it has not been approved or converted to an invoice. Here is how:
- Click Quotes in the left sidebar.
- Click on the quote you want to edit to open the detail page.
- Click the Edit button in the top-right corner.
- The quote form opens where you can change any details: client, dates, line items, taxes, markup, discount, deposit, notes, attachments, contract, and more.
- Your changes save automatically as you make them -- there is no manual save button.
- When you are done, click the X button in the top-left corner to go back, or click Send to send the updated quote.
When you cannot edit:
- If the quote is Approved, it cannot be edited because a deposit may have been collected.
- If the quote is Converted, it cannot be edited because it has already become an invoice.
If a quote has been sent and you make changes, you will be prompted to re-send the updated quote to your client.
On the Mobile App
- Tap the Quotes tab, then tap the quote you want to edit.
- Tap the Edit icon (pencil) in the top-right corner of the quote detail screen.
- The full quote editor opens where you can change the client, dates, line items, taxes, markup, discount, deposit, notes, attachments, and contract.
- When finished, tap Save as Draft or Send to send the updated quote.
If the quote is Approved or Converted, the edit icon will not appear. You will see a message explaining that the quote cannot be edited.
You can also long-press a quote in the quotes list and tap Edit for quick access.