# Edit a sent quote and work with revisions

> Take a live quote offline for a quick correction, or start a new revision that keeps the previous version, then compare or restore versions.

Once a quote is sent it is locked, so the customer never sees it change while they are reading it. A notice at the top explains this. While a quote is live you can still change its private notes, owner and progress flag.

## A quick correction

For a typo, a date or a small price change:

1. Click **Edit – take offline**. The status becomes **Editing** and the customer sees a short "being updated" message if they open the link.
2. Make your changes.
3. Click **Put back online** to make it live again without emailing anyone, or **Preview & send** to email the recipients again.

This does not create a new revision.

## A new revision

When the quote changes meaningfully, for example a new price after feedback, start a new revision so the previous version is kept:

1. Choose **New revision…** in the **Actions** menu or the notice.
2. Optionally add a note, such as "lower price after client feedback", and confirm.
3. The current content is kept as version 1 (or whichever version it was), and the quote goes offline as the next revision.
4. Make your changes, then use **Preview & send** or **Put back online**.

From the second revision on, the customer page and PDF show "rev. 2" (and so on) next to the quote number. The customer's link stays the same.

You can start a new revision from a quote that is Sent, Editing, Declined, Expired or Withdrawn.

## Reopen a declined, expired or withdrawn quote

Choose **Edit (reopen, take offline)** to edit it, for example to extend the **Valid until** date, then put it back online or send it again.

## Compare and restore versions

Click **History** at the bottom of the Quote tab to show it. The **Activity** list is grouped by revision. Under **Versions**, each saved version has:

- **Compare / view**: **Differences** lists what changed, field by field and item by item, compared with the current quote or another version. **View this version** shows it as the customer saw it.
- **Restore**: replaces the current content with that version. It is only available while the quote is offline. The current content is saved as a version first, so nothing is lost.

## See also

- [Quote statuses and progress](https://quoterium.com/help/sending-and-follow-up/quote-statuses-and-progress)
- [Send a quote](https://quoterium.com/help/sending-and-follow-up/send-a-quote)

Source: https://quoterium.com/help/sending-and-follow-up/edit-a-sent-quote-and-revisions