> For the complete documentation index, see [llms.txt](https://learn.withessential.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://learn.withessential.com/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md). # 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. ## Related guides * [How a customer reviews and signs a quote](/revenue/quotes/how-a-customer-reviews-and-signs-a-quote.md) * [Quote statuses and lifecycle](/revenue/quotes/quote-statuses-and-lifecycle.md) * [Add a line item to a quote](/revenue/quotes/add-a-line-item-to-a-quote.md) * [Apply a discount to a quote](/revenue/quotes/apply-a-discount-to-a-quote.md) * [Attach a file to a quote](/revenue/quotes/attach-a-file-to-a-quote.md) * [Set quote validity and reactivate an expired quote](/revenue/quotes/set-quote-validity-and-reactivate-an-expired-quote.md) --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://learn.withessential.com/revenue/quotes/void-a-quote-resend-it-or-view-what-the-customer-sees.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.