Void a quote, resend it, or view what the customer sees
From an open quote you have a few ways to manage one already in motion. To see exactly what the customer sees, use View Sent Quote on a quote you have sent (Unsigned status); it opens the public quote page in a new tab.
To send it again - for example if the customer lost the email - open the three-dot menu and choose Resend, available on an active unsigned quote; this reopens the send window so you can confirm recipients and send another copy. Resending does not reset the expiration date.
If the quote has expired, open the three-dot menu and select Reactivate, choose a new validity period, and then use Resend if the customer needs another email. Before an unsigned quote expires, Extend validity in the same menu replaces its expiration with a new period starting today. A legacy sent quote without a deadline offers Set Quote Validity instead.
If an Unsigned or Expired quote needs changes, select Revert to Draft from the three-dot menu. The confirmation warns that this makes the customer link unavailable, stops pending follow-ups, and reopens the quote for editing. Send it again when the revision is ready.
To cancel a quote without reopening it for editing, open the three-dot menu and choose Void.
A confirmation appears explaining that a voided quote is no longer visible to the customer or editable, but can be re-opened later if needed. You can void a quote that is a draft, has been sent, or has been signed.
After voiding, the status pill turns to Void, and the public link shows the customer a "This quote is not available" page. If you later need to revise a voided quote, use Revert to Draft to reopen it for editing. Signed quotes must follow this Void, then Revert to Draft sequence.
The same menu also offers Print and, on a quote, Download PDF once the quote has rendered.
Where to find it: Open the quote. "View Sent Quote" appears in the top-right on a sent quote; Reactivate, Revert to Draft, Void, and Resend live in the three-dot menu beside it when available.
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