How to make changes to a sent quote by creating a new version

When a client wants changes made to the quote you can simply create a new version. SafariOffice keeps versions of every quote you sent.

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.

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