Managing quotation revisions

A customer reads your quote and asks for changes. Lower the price on one item, add a different product, change the delivery terms. Handling revisions professionally separates a serious business from an amateur one.

Handling Quote Revisions Professionally

When a customer requests changes, never edit the original quote and resend it without tracking what changed. This causes confusion when both parties refer to different versions. Instead, create a revised version that clearly shows it is an update. Reference the original quote number and note what has changed.

Common revision requests include: adjusting quantities, updating pricing after negotiation, changing delivery timelines, or adding new line items. Each revision should be a new version, not a modification of the old one.

Why Version Tracking Matters

Without version history, you cannot go back to see what you originally quoted. If a customer accepts an older version by mistake, you have no record of the agreed price. Version tracking protects both you and your customer.

How SokoWise Keeps Revision History

Every time you revise a quote in SokoWise, the previous version is saved. Your customer sees a clear revision number and date on each version. You can view the full history of any quote, including who made changes and when. If a customer asks to revert to an earlier version, you can restore it with one click. No more digging through email threads to find the original quote.