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How do I revise quotes?

After publishing a quote, you won't be able to add or edit the fields.

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Written by Team Codafication
Updated over a week ago

In this article, you learnt how to publish a quote and prevent any more edits. If there is a mistake or a request to revise your quote, you can create a new revision.

Steps to Creating a Revision

  1. Open your published quote and open the "Create" button.

  2. Select "New Revision".

  3. The page will update and unlock all fields for editing.

Revisions in the Assets Table

The act of creating a new revision is similar to superseding your previous quotes. For this reason, we will only display the latest revision in your job assets table.

Selecting Revisions to View

To view other revisions:

  1. Open the quote

  2. Open the 'Jump To' button; you may see how many other revisions there are of the quote.

Quotes can also be duplicated - this creates a separate copy of the quote, with a new quote number, and is seen as a separate asset. To find out how to duplicate a quote, click here.

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