How to Revise (Modify) a Document Already Sent 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.

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.

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."

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.

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.

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.

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.

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.