When a customer asks for changes or declines

What your customer can do

• Request changes: they write what they want changed. They send it, and the page tells them you're updating it.
• Decline: they pick a reason (price, went with someone else, timing, changed plans, other) and can add a note.

Neither one can be done after they've signed.

What you see

Open Quotes. The quote shows Changes requested or Declined.

What to do next

1. 1

   Talk to your customer about what they want.

2. 2

   Start a new quote with the changes and send it. Editing the old one isn't available yet.

3. 3

   Their old link stays as it was.