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Open: Quotes, find the quote and use Edit quote when available.
  1. Confirm that the quote is eligible for revision.
  2. Make the required changes in the builder.
  3. Open the customer preview and check the entire revised offer.
  4. Enter the required staff-only Reason for change.
  5. Review Notify the customer by email and SMS.
  6. Select Publish revision and confirm the result.
Quotes list with an estimate Actions menu showing Open hosted estimate, Open estimate PDF and Copy customer link.

Start from Quotes and the estimate's Actions menu. This fictional demo shows basic actions; the revision editor is available only for eligible quotes in the enabled workspace.

The quote reference and customer link remain attached. The prior snapshot and PDF details remain in staff history; the updated offer has its own saved document.

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When revision is locked

Acceptance, agreement/signature evidence or a processing/settled deposit can lock the quote. Refunds do not automatically unlock it. Follow the approved commercial change process instead of creating a contradictory offer. A failed notification can leave the revision published. Check the warning and communications history before republishing.

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Register habits

Search and filter by the actual quote reference and state. Duplicating a quote creates a new offer to review; it is not a revision of an accepted contract. Where archive is available, use it to organise records rather than erase the commercial history.

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ArgonixIntelligence in this workflow

Use context to explain the change, but verify all affected values and the customer preview. The staff-written reason is the revision’s audit explanation.

Related topics

Manage customer recordsManage projects and jobsManage products and bill of materialsManage energy data and offered supportManage the pipeline and deal stages