Edit a quote
«Edit» changes the quote's active version in place, in any status; add a version instead when the client has already seen it.
People with the «Sales» permission in edit mode. With view mode you can open and download quotes, but not change them.
Sometimes a quote just needs a fix: a typo in the notes, a price you got wrong, a date. «Edit» changes the in place, whatever its status, without creating a new .
Before you start: edit or add a version?
| If | Do this |
|---|---|
| You haven't sent it yet, or the change is a small fix | Edit it |
| The client has already seen it and the offer changes | Add a version, so you keep what you sent |
| The order changed and the quote should follow | Add a version from the order's current data |
To add a version, see Create a new version of a quote.
Check these fields before you save
When you edit a quote, the project, the date, a security deposit you typed by hand and a tax you set by hand don't show in the editor. Set the project and the manual amounts again before you save, or the quote loses them. The validity date is kept even though its field looks empty.
Edit the quote
- Open the quote Open the Landmark Venues quote.
- Click «Edit» It's in the header menu. The editor opens with the active version, for example “Edit Quote #12 (v2 of 2)”.
- Make the change Change the lines, prices, dates or texts you need.
- Check the fields above Set the project and any manual deposit or tax again.
- Save Click «Save» to keep it ready to send, or «Save as draft».
What changes
- The same version is updated. No new version is created and the number doesn't change.
- «Save» leaves the version . «Save as draft» takes it back to «Draft», even if it was validated, and a draft doesn't count in the order's profitability.
- The doesn't change: a confirmed quote stays «Confirmed». You change it on the quote page.
- The client sees the change straight away in the portal, because the portal always shows the active version.
- The order doesn't change.
If you see an error
| Message | What to do |
|---|---|
| Validation error: You must select a contact | The quote has no client. Choose one. |
| Validation error: You must add at least one line | Add at least one line. |
| Error updating the quote | Filmo couldn't save. Try again. |
Frequently asked questions
Yes. Nothing locks a quote, whatever its status. If the client has already accepted it, add a version instead, so the accepted offer stays on record.
No. The number is fixed when the quote is first saved. «Numbering» appears in the editor, but changing it there has no effect.
On the quote page, in the «Status» pill. See Confirm or cancel a quote.