How do I change an estimate after I sent it?

You will have updated a proposal the client already has, and told them.

Before you start

You need permission to edit and to send estimates. Only draft, sent and viewed estimates can be edited.

Steps

1. On the Estimates list, press the pencil on the estimate (the estimate page only offers Edit on drafts).
2. Change the lines, tax, valid-until, notes or terms.
3. Press Save changes.
4. Open the estimate and choose More actions → Send to email the new PDF.

What you will see

The status stays as it was. The same link now shows the new content. The client is not told until you send again.

If something goes wrong

• Once the client has accepted or declined, or the estimate has expired or converted, it is frozen. Create a new estimate instead; there is no duplicate button.
• Editing replaces all the lines with what is on screen, so check the list before saving.
• A client who is viewing the page right now may still see the old figures until they reload.