When to Edit Quotes
Before Sending
Edit draft quotes freely before sending to buyers. Update pricing, add or remove products, adjust quantities, change payment terms, or modify any details without restrictions.
After Sending
Edit sent quotes when buyers request changes, pricing needs adjustment, product specifications change, delivery timelines shift, or errors need correction. All edits are tracked in quote history.
How to Edit Quotes
Open the Quote
Go to your Quotes dashboard and click on the quote you want to edit. Click the Edit button at the top of the quote detail page.
Make Your Changes
Update any quote fields including:
Products: Add, remove, or modify line items and quantities
Pricing: Adjust SRP, discounts, or sales prices
Sections: Add, rename, or reorganize product sections
Payment Terms: Change payment conditions or schedules
Buyer Information: Update contact or delivery details
Quote Validity: Extend or shorten expiration date
Quotation Notes: Add or modify terms and instructions
Attachments: Upload or remove supporting documents
All fields can be edited with full quote editing capability.
Update & Send
After making changes, click Update & Send to save your edits and notify the buyer. The buyer receives an email with the updated quote and a link to view the latest version.
Update & Send Feature
What It Does
Update & Send combines saving your edits with resending the quote to the buyer in one action. When you click Update & Send, your changes are saved, a new version is created, and the buyer receives notification of the updated quote.
When to Use
Use Update & Send after making any edits to a previously sent quote that the buyer needs to see. Perfect for price negotiations, product changes, term modifications, or correcting errors.
Buyer Notification
Buyers receive an email notification when you Update & Send. They can click the link to view the latest quote version with all your changes immediately.
Quote History and Version Tracking
View History Button
Every quote has a View History button next to the Edit and Print buttons. Click View History to see the complete audit trail of all changes made to the quote.
Quote History Panel
The Quote History panel displays:
Date Updated: Timestamp of each change (e.g., Mon Oct 13 2025 3:00:34 PM)
Updated By: Name of user who made the change (e.g., Mark Musk)
Action: Link to view that specific version of the quote
Click View Quote next to any history entry to see exactly what the quote looked like at that point in time.
Version Tracking
Each time you edit and Update & Send, Quotable creates a new version. All previous versions remain accessible through View History. Buyers always see the latest version while you maintain access to complete revision history.
Changes Overview and Change Log
View Change Log
When viewing quote history, click View Change Log to see detailed breakdown of what changed between versions. The Changes Overview modal shows:
Update By: User who made the changes
Last Update: Timestamp of the modification
Old Value vs New Value: Side-by-side comparison of what changed
Remarks: Description of what field was updated
What's Tracked in Change Log
The system logs every field modification including:
Sales price changes (Products or Service)
Total amount updates
Before tax amount changes
Margin adjustments
Tax amount modifications
Individual product pricing
Quantities and line item changes
Payment terms and schedules
Any other quote field edits
Example Change Log Entry
Old Value: 35000 | New Value: 34000 | Remarks: Updated Sales Price (Products or Service)
This shows exactly what was changed from what value to what new value with clear description.
Quote History Page
Detailed History View
Click through from Quote History to see the full history page showing:
Quote Number: e.g., QU-009032
Related Transactions: Linked documents like RFQ # 9511
Note: Indication that calculations are for internal use and won't show on printed docs
Last Update: Most recent edit timestamp
Update By: User who made the last change
Breadcrumb Navigation
Navigate through: Quotes > QU-009032 > History > XXXX Version Number to track the complete quote journey.
Best Practices for Editing Quotes
Communicate Changes
Add notes explaining significant changes when using Update & Send. Helps buyers understand why revisions were made.
Track Buyer Requests
Use quotation notes to document buyer change requests. Makes it clear in history why edits were necessary.
Review Before Update & Send
Double-check all changes before clicking Update & Send. Verify pricing calculations, product details, and terms are correct.
Use Change Log for Disputes
If questions arise about what was agreed upon, reference the Change Log to show exact values at each stage of negotiation.
Result
Editing and updating quotes is seamless with full audit trails. Make changes confidently knowing every revision is tracked, buyers always see the latest version, and complete history with detailed change logs is preserved for accountability.
Tips
Click View History to track all quote changes and revisions
Use View Change Log to see exactly what changed between versions
All quote fields can be edited—no restrictions on editing capability
Update & Send combines saving and notifying buyer in one action
Review change log to understand negotiation patterns over time
Quote history shows who made changes and when for team accountability
Click View Quote in history to see previous versions
Changes Overview shows old vs new values side-by-side
Use history for compliance, audits, or customer disputes
Last Update timestamp visible on quote detail page
Related transactions shown in history (linked RFQs, orders)
All edits are logged automatically—no manual tracking needed