Having the ability to make revisions to Quotes is a powerful tool for you and your sales team



This interactive feature allows you to make the necessary revisions to a Quote to close the deal



Change the Quantity



Change the Price



Apply Discount(s)
Line Item Discount



Discount Entire Quote



Remove Item(s)



Add Item(s)


Add Comments



In the below options, you can choose to enter internal notes, update the expiry date (barring a defined expiry date), override any related payment terms and edit the Template Content.

Again, we recommend that you review the Quote prior to sending to ensure all details are correct



Quoter Tip
Revisions DO NOT count towards your monthly usage limits

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