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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