In some cases, clients may request modifications to the initial quote. This can include additional activities or alternate accommodations. For example, requesting additional activities or different accommodations.
It's important to note that once a quote has been sent, it can't be altered.
However, you can create a new of the quote that can be sent to the client. This helps keep a record of all quotes sent.
How to edit a quote after it has been sent
- Go to the 'Open' status category and click on the request that needs changes.
- Use the 'Create New Version' button on the quote.
You will now see another version of the created quote pop up on the request page of the client. - Click on 'Edit Quote' and make the changes to the new version.
- Once done, simply share the adjusted version again with your client indicating in the email the changes you made.