After sending your customer a quote, you may want to renegotiate the terms of the quote. To do so, you can clone a quote, which creates a new
draft quote with the same line items and configuration as the source quote. You can update this quote until you’re ready to finalize it and send it out to the customer.
You may sometimes want to renegotiate the terms of an existing quote after you’ve already finalized it. You may want to add a discount or fee, and then send it back to the customer with the same quote number as before. However, you can’t directly edit the quote because it’s already finalized. Instead of editing a quote, create a revision.
To create a revision in the Dashboard, click the Create revision button in the overflow menu (…) on the quote detail page of an
To create a revision in the API, clone the quote using the
from_quote parameter and set
revision=true, as shown in the following example:
The created revision is a
draft quote. Whenever you finalize a revision, the revision takes on the existing quote number, appended with the revision number. Across all the revisions for a source quote, you can only have one
open quote at any given time. Upon finalization of a revision, any
open quote related to the revision is automatically canceled.
After accepting a revision, all other revisions of that quote are automatically canceled.
You can also clone a quote without making it a revision by using the
from_quote parameter. This copies the quote without holding a relationship to the original quote. Updates, such as finalizing the quote, won’t affect the original quote.