Change or withdraw a quote the customer already has

Edit a sent quote in place, start a new numbered revision, or withdraw the offer, and know what the customer ends up with each time.

In the sidebar, open Sales & Billing, then Quotes, and open the quote from the list. A quote you are allowed to change opens ready to edit; a link that ends in /edit opens it the same way.

Pick the right way

• Edit it in place when the quote is sent but not answered, or approved but not yet turned into work. Change it and press Save. The customer's copy does not change until you send the update, and a changed approved quote needs the customer's approval again.
• Create new revision when you want to keep the price the customer saw and offer a new one. Nova starts a separately numbered draft linked to the original. If the original was still waiting for an answer, Nova withdraws it at the same time.
• Withdraw quote when the offer is off and nothing replaces it. The quote stays in your history and the customer's.

Steps

To start a revision:

1. Open the actions menu (the three dots at the top of the quote) and press See more.
2. Choose Create new revision. The Create a new quote revision? window explains that customer decisions, approvals, signatures, delivery links and scheduled sends are not copied.
3. Press Create revision draft. Nova opens the new draft, ready to edit.
4. Make your changes, press Save, and send it. See Send a quote.

To withdraw the quote:

1. Open the actions menu and press See more. Withdraw quote sits last, in red.
2. Choose Withdraw quote. The Withdraw this quote? window opens.
3. Pick a Reason category if Nova asks for one, and add a Business explanation if it helps.
4. If the customer already has the quote, Email the customer about this status change is ticked. Check the Recipients, or untick it to withdraw without telling them.
5. Press Withdraw quote. The status chip reads Canceled.

What you see

• After you edit a quote the customer already has, the arrow next to Save offers Save and send the update. The customer keeps the old copy until you send the new one.
• A revision is a new quote with its own number. If the original was still waiting for an answer, its chip now reads Canceled; an approved, declined or expired original keeps its status. Its history stays either way.
• If the withdrawal email could not be delivered, Nova says so. Choose Retry status email from the actions menu once the address is fixed. Send status email is there too if you skipped the email and change your mind.

If something looks different

• The quote opens for viewing only and nothing can be typed: it has been turned into an invoice, withdrawn, or it has already created a work order or deposit request. Use Create new revision, or change the work order or the invoice instead.
• Create new revision is missing: the quote is still a draft (just edit it), or your role cannot revise quotes.
• Withdraw quote is greyed out: hover it to read why Nova will not end this offer.
• The customer turned the quote down: record that with Mark declined instead, so the reason is kept. See Record a customer's yes or no on a quote.

Open Quotes