Guide · 367 answers

How YourCA works, step by step.

How do I edit a service quote after sending it?

  1. Open the quote and press the pencil beside its name. Say what changes and press Save.
  2. A new revision opens as a draft carrying every option. Change the lines, then press Send.
  3. The revision the customer saw stays as it was. Their link moves to the new one when you send it.
Worth knowing

An expired quote is changed the same way, so its new revision gets a new last day.