How to Edit and Resend a Quote

Update prices, change scope, add items — then download a fresh branded PDF in seconds.

Last updated: April 2025

Clients often come back with questions or request changes after receiving a quote. Perhaps they want to add an item, remove a section of work, or the scope has changed after a second site visit. TailoredQuote makes it simple to edit any saved quote and generate a new PDF without starting from scratch.

When to Edit a Quote

Client requests a change — they want to add or remove items from the scope
Price update — material costs have changed and you need to adjust pricing
Scope clarification — after a follow-up conversation, the scope needs refining
Reissue for a similar job — use an existing quote as a starting point for a new client with similar work

Step-by-Step Guide

Open Saved Quotes

Find the quote

Search by customer name or scroll through the list. Each quote shows the customer name, reference number, date, and total value for easy identification.

Click Edit

Click the Edit button on the quote you want to modify. This opens the full quote editor with all existing line items, descriptions, and pricing loaded.

Make your changes

You can:

Edit any line item description or detail text
Change any price
Add new line items
Remove items that are no longer in scope
Update the customer name or details

The total recalculates automatically as you make changes.

Save and download the new PDF

Click Save to store the updated quote. Then click Download PDF to generate a fresh branded document with your current letterhead. Send this to your client as the revised quote.

Tip: When sending a revised quote, mention in your email what has changed — for example, "I've updated the quote to include the additional tiling work we discussed." This shows attention to detail and speeds up the client's decision.

Version History

When you edit and save a quote, the updated version replaces the previous one under the same reference number. If you need to keep the original version, download the PDF before making edits. For substantially different scopes, consider creating a new quote instead of editing the existing one.

Next Steps

Keep every quote up to date

Edit, update, and resend professional quotes in seconds. First month free.

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