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Quotes
Replying to customers and revising quotes
Answer questions from the quote's page, and send revised versions.
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Replying
When a customer asks a question or requests changes, open the quote and reply from its page. Your answer is emailed to them and the whole exchange stays on the quote's timeline.
Revising a sent quote
Use Revise to create a new working version of a sent quote. Line-item quotes open back in the editor with everything carried over; document quotes ask for the updated file. The customer's link always shows the latest sent version, and earlier versions stay on the record.
Archiving
Archiving files a quote away without deleting it. It leaves your lists and the notification bell, but your reporting still counts what you earned. You can restore an archived quote at any time.