A revised quotation should make clear what changed and which version the customer should consider. Keep the original so both sides can refer back to the earlier scope and price.
Record the requested change
Note whether the customer asked to change the items, quantities, timing, delivery, or payment terms. Confirm any related price change before preparing a new version.
Label and share the update
Use a revision number or date and note the main changes. Ask the customer to confirm the updated quotation, especially if the change affects the total or delivery date. Make sure your team knows which version is current.
Keep a clear revision trail
Save the earlier version and record when the customer requested the change, what you updated, and when you sent the revision. For example, if a customer changes the quantity after receiving a quote, update the line item and total, then identify the new version in your message. This makes it easier to resolve a later question about which price or scope was accepted.
Before sending, compare the revised quotation with the request. Check quantities, unit prices, discounts, delivery, taxes, expiry date, and payment terms. If you cannot make the requested change without affecting another part of the agreement, explain the difference and ask the customer to confirm it.
SokoWise quotations include version and activity details available in your account. Check the record after editing, and keep a copy of any agreement made outside the platform.