How to Revise (Modify) a Document Already Sent in QuoteCloud

Revise a Sent Document — FAQ

What does "revise a sent document" mean in QuoteCloud?

“Revise a sent document” means modifying an existing document that a recipient has already received.

Can I modify a document after it has already been sent to a recipient?

Yes. QuoteCloud provides a process for revising (modifying) documents after they have been sent. The guide offers step‑by‑step instructions for making updates and resending the document for approval.

Will I be able to resend the document for approval after making changes?

Yes. Once you finish revising a sent document, you can resend it. This action immediately notifies the recipient and directs them to the updated version for final review or approval.

Who should I contact or where should I look for further help with revising documents?

For additional assistance, consult the QuoteCloud user documentation on document revision. You may also request a personalized demo or click here to book a time with a support team member.