Edit a quote

  1. Overview
  2. Invoices & Quotes
  3. Send quotes
  4. Edit a quote

ⓘ This article is for small businesses who use Xero  

Overview

  • Make changes to a draft, sent, accepted or declined quote.

Edit a draft quote

Web iOS Android

  1. In the Business menu, select Quotes.

  2. Select the Draft tab.

  3. Find and open the quote, then make the required changes.

  4. Click Save to keep your changes. 

  1. Tap Sales, then scroll down to Quotes and tap [number] Draft.

  2. Tap the quote to open it.

  3. Tap Options, then tap Revise.

  4. Make the required changes, then tap Save.

  5. Tap Save to confirm your changes.

  1. Tap Sales, then scroll down to Quotes and tap [number] draft.

  2. Tap the quote to open it.

  3. Make the required changes.

  4. Tap the send arrow, then select Save.

 

Edit a sent quote

Web iOS Android

  1. In the Business menu, select Quotes.

  2. Select the Sent tab.

  3. Find and open the quote.

  4. Click the menu icon , then select Revise.

  5. Make the required changes.

  6. Click Update to save your changes.

  1. Tap Sales, then scroll down to Quotes and tap [number] Sent.

  2. Tap the quote to open it.

  3. Tap Options, then tap Revise.

  4. Make the required changes, then tap Save.

  5. Tap Save to confirm your changes.

  1. Tap Sales, then scroll down to Quotes and tap [number] sent.

  2. Tap the quote to open it.

  3. Tap the menu icon , then tap Revise.

  4. Make the required changes, then tap Done.

  5. Tap Save to confirm your changes.

Edit an accepted or declined quote

Editing an accepted or declined quote changes the quote’s status to sent. You can re-mark the quote as accepted or declined after editing it.

Web iOS Android

  1. In the Business menu, select Quotes.

  2. Select the Accepted or Declined tab.

  3. Find and open the quote.

  4. Click the menu icon , then select Unmark as accepted or Unmark as declined.

  5. Click the menu icon, then select Revise.

  6. Make the required changes.

  7. Click Update to save your changes.
  1. Tap Sales, then scroll down to Quotes and tap See all.
  2. Tap the quote to open it. 
  3. Tap Options, then tap Unmark as Accepted or Unmark as Declined.
  4. Tap Options, then tap Revise.
  5. Make the required changes, then tap Save.
  6. Tap Save to confirm the changes.

  1. Tap Sales, then scroll down to Quotes and tap See all.

  2. Tap the quote to open it.

  3. Tap the menu icon , then tap Unmark as accepted or Unmark as declined.

  4. Tap the menu icon, then tap Revise.

  5. Make the required changes, then tap Done.

  6. Tap Save to confirm the changes.

 

 

 

 

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