Help center / Quotes

How to edit, copy or reuse a quote

You don't have to start from nothing every time. Change a quote that is still open, copy a finished one, or save one as a template.

Steps

  1. To change a quote, open it and tap Edit quote. Everything is filled in: the customer, the lines, the assumptions, the deposit and the start date.
  2. To copy a quote, tap Duplicate quote at the bottom of its page. You get a new draft for the same customer with the same lines and prices, and a fresh link.
  3. To reuse a quote as a starting point, tap Save as template on its page and give it a name.
  4. To start from a template, open New quote and choose Template. The lines and assumptions fill in, and you adjust them for the job.
  5. Your saved templates are listed on the Prices page, where you can use or delete them.

Good to know

  • You can edit a quote until the customer accepts, an invoice is made, the job is marked lost, or a deposit is recorded. After that it is fixed.
  • The customer's link doesn't change when you edit, so a quote they already have shows the new version straight away. Tell them you changed it.
  • A copy doesn't bring across photos, texts, messages, dates or anything that was sent, viewed, accepted or paid.
  • A template keeps the prices it was saved with. It doesn't follow later changes to your price list.

Questions

Can I edit a quote after the customer accepts it?
No, because they agreed to it as written. For extra work after acceptance, write a change order.
Does copying a quote change the original?
No. The original is never changed.

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