Quote revisions are safest while the quote is still a draft. Use revisions to clarify scope, correct pricing, or adjust terms before sending the quote to a customer.

What this guide helps you do

• Edit a draft quote without creating confusing customer-facing versions.
• Ask AI to review quote language and pricing structure.
• Keep internal notes separate from customer-facing terms.

Before you start

• Open the draft quote you intend to revise.
• Gather approved scope, prices, dates, and terms.
• Know who needs to review pricing or discounts.

Do it manually

1. Open Money and filter to Quotes.
2. Open the quote drawer.
3. Edit customer-facing line items, descriptions, expiration, and terms while it is still draft.
4. Save the revision and preview the quote details.
5. Ask a teammate to review when pricing or scope is sensitive.
6. Send only after the final revision is approved.

Ask Faster AI

• Review this draft quote and suggest clearer line item wording without changing the price.
• Compare this quote against the customer notes and flag any missing scope or risky terms.
• Rewrite the quote memo in a concise professional tone and keep it as a draft.

Review before saving, sending, paying, or refunding

• Confirm the latest revision is the one being sent.
• Check discounts, taxes, expiration, and payment terms.
• Do not send a quote with internal uncertainty or placeholder pricing.

Common issues and fixes

• If a sent quote needs changes, follow your revise or resend policy instead of editing history silently.
• If a customer asks for optional add-ons, add clear separate line items.
• If AI changes meaning while rewriting, keep the original approved terms.

Service pricing strategy

For how to adjust scope, options, and terms without weakening the value of the service, read the service pricing article. How to Price Your Services with Confidence.

Refunds and credit policy

For how repeated refunds can reveal upstream scope, pricing, or quote-language problems, read the refunds and credits article. Refunds, Credit Notes, and Adjustments Without the Awkwardness.

AI-drafted proposals

For the proposal-side discipline behind checking scope, prices, promises, and terms before sending, read the AI-drafted proposals article. AI-Drafted Proposals and Documents (With the Approval Gate).

Connected workflows

• Review customer money history
• Review Money activity for a customer
• Manage roles for content and Money
• Collect pay-now payments from plugins

Placeholder media

• Screenshot placeholder: add an annotated screenshot of revise a quote before sending with customer names, amounts, account details, and private notes blurred.
• Video placeholder: add a short walkthrough that starts from the Money workspace, shows the manual path, then shows the review step before anything is sent, paid, refunded, or published.

Related help

• Revise a quote before sending
• Track quote acceptance
• Convert a quote to an invoice

Use it in daily operations

• Before closing the task, review the related Money record, customer record, owner, due date, and any follow-up message that should happen next.
• If the workflow affects a real payment, keep the action in review until the amount, recipient, invoice, quote, or bill details are confirmed.
• Use Faster AI to summarize the payment context and prepare a checklist, but approve sends, refunds, bill payments, and customer-facing messages manually.