Revise a sent quote
When to use this
Use this guide when the client wants changes after seeing the quote and you need to preserve the original commercial history while preparing a revised version.
What you need first
- the existing quote that was sent to the client
- a clear list of the requested changes
- the event data updated if scope or pricing inputs have changed
Step-by-step walkthrough
Open the existing quote
Start from the quote the client already received so your team is revising the correct commercial record.
Create a new version
Use the quote versioning flow instead of trying to force the original quote back into draft. BloomBoard creates a new draft version and preserves the previous one as history.
Update the draft version
Adjust the copied items, fees, notes, or pricing inputs in the new version. Make corrections in the source event data first if the quote depends on stale event information.
Review totals and dates
Check the revised subtotal, taxes, total, and validity window before sending. This is the moment to confirm the new version matches the client request.
Send the revised quote
Send the new version and confirm your internal notes or timeline make it clear which version is now active with the client.
What to remember
- Sent quotes do not go back to draft.
- A new version preserves history and marks the older version as superseded.
- Accepted quotes should be treated as locked commercial history unless your team has decided to issue a replacement workflow.
Do not patch customer-facing changes into the wrong quote version. If the original and revised documents blur together, approval and invoicing become harder to trust.