How to Edit a Quote After It has Been Sent

In most cases, clients request modifications to the initial quote. This can either be requesting additional activities or different accommodations.

It's important to note that once a quote has been sent, it can't be altered. 

However, you can create a new version of the quote that can be sent to the client. This helps keep a record of all quotes sent.

SafariOffice keeps versions of every quote you sent.

To Create a New Version of a Quote

1. Go to the Open folder and select the quote you want to edit. 

2. Go to 'Sent Quotes'.

3. Select the quote you want to create a new version for.

4. Click 'Create New Version'.

5. A new version will be added to the draft quotes at the top.

6. Click on Edit Quote and enter the changes you want to make. 

TIP: You can also create new versions (copies) for another client request.