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Find the offer in Quotes and choose Edit quote when available.

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Publish a revision

  1. Make the changes in the builder.
  2. Check the full customer preview, including price and payment schedule.
  3. Enter a staff-only Reason for change.
  4. Review Notify the customer by email and SMS.
  5. Choose Publish revision and confirm the result.
The quote reference and customer link remain attached. Staff history retains the earlier snapshot and PDF; the revised offer has its own saved document. A revision also ends an active comparison.

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If editing is locked

Acceptance, signature evidence or a processing or settled deposit can lock revision. A refund does not automatically unlock it. Use the supported follow-up process rather than issuing a conflicting offer.