Revising a Sent Document
QuoteCloud allows you to revise documents even after they’ve been sent. This guide explains how to update content and resend the revised version to your customer.
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.