1
Open the document dashboard
Navigate to the dashboard where your sent documents are listed under All Documents.
How to Revise (Modify) a Document Already Sent in QuoteCloud
Learn how to revise a document already sent to a recipient in QuoteCloud. Step-by-step instructions to make updates and resend for approval
Revise (Modify) a Document Already Sent to a Recipient
Learn how to create a revised version of a document that has already been sent to a recipient while preserving version history and updating the document content.
Steps to revise a sent document
2
Locate the document to revise
Find the document that has already been sent to a recipient and requires updates or modifications.
3
Open the document options menu
Click the dropdown options menu beside the selected document to display all available document actions.
4
Select Revise Last Version
From the document actions menu, click Revise Last Version to create a new editable version of the document.
5
Create a revised document version
QuoteCloud will automatically generate a new revision of the document while preserving the original version history.
6
Review the revised document status
Inside the document editor, confirm that the document now displays a REVISED status beneath the document title.
7
Edit the revised document
Update the document content, pricing, sections, formatting, or any other information required for the revised version.
8
Save and resend the revised document
Once your changes are complete, save the revised document and send the updated version to the recipient if needed.
Frequently Asked Questions
What does "revise a sent document" mean in QuoteCloud?
"Revise a sent document" in QuoteCloud means updating an existing document that has already been delivered to a recipient. In practice this in‑platform workflow lets you change content, pricing, or other fields of a previously sent quote or proposal so the recipient can review and approve the updated version.
Can I modify a document after it has already been sent to a recipient?
Yes. QuoteCloud supports revising documents after they have been sent. The platform provides a guided revise/modify process so authorized users can update the document and prepare it to be resent for review or approval.
How do I revise a document I've already sent in QuoteCloud?
At a high level: open the sent document in QuoteCloud, select the revise/modify option, make the needed edits (text, pricing, line items or other fields), save your changes, then resend the updated document for review or approval. For step‑by‑step instructions follow the QuoteCloud user guide section "Revise a Sent Document."
Will the recipient be notified when I resend the revised document?
Yes. When you resend a revised document the recipient is immediately notified and directed to the updated version so they can complete final review or give approval.
Can I resend the document for approval after making changes?
Yes. After finishing revisions you can resend the document for approval; resending triggers the notification to the recipient and ensures they are viewing the most recent, updated version of your quote or proposal.
What happens to the previous version of the document after I revise it?
The product digest for this topic does not specify version retention or archival details. If you need confirmation about how prior versions, audit trails, or version history are stored in your account, check your organization’s admin settings or contact QuoteCloud support for the exact versioning and retention policy.
Are there any limits to what I can change when revising a sent document?
QuoteCloud lets you edit content, pricing, and other fields in a sent document, but behavior can vary for completed approvals or signatures. For example, a previously completed signature may require the recipient to re‑approve after substantive changes. Review your account settings and the user guide for any permission or signature workflow rules that apply to your sales quoting software and proposal software processes.
How do revisions interact with integrations like QuickBooks Online?
If your account is connected to QuickBooks Online or other systems, revised documents may need to be re‑synced depending on your integration settings. For example, changes to line items or pricing could require updating or regenerating invoices in QuickBooks. Check your integration configuration or the QuoteCloud QuickBooks Online guide to confirm how edits are propagated.