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Quotes often change during negotiation. The safe way to handle that is to preserve the document history rather than pretending the customer was always sent the latest version. Lynka stores quote revision records so a quote can keep a version history.

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When to revise

Use a revision when the customer asks for a meaningful commercial change after a prior version was already sent or reviewed. Examples include changed quantities, price, discount, scope, tax treatment, or terms. If you are still correcting an unsent draft, ordinary editing can be enough.

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Why history matters

A later dispute can depend on which price or terms the customer actually saw. If the original version is overwritten, neither the user nor the system can explain the sequence. Revision history also keeps quote analytics and document generation more defensible.

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Before sending the revision

Review line items, discounts, tax, currency, valid-until date, terms, and final total again. A copied quote can inherit context that no longer applies.

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Accepted quote

Once a quote has been accepted and downstream invoicing exists, do not revise it casually to make the invoice match a new commercial decision. Decide whether the new work is a new quote, a credit, an invoice correction, or another supported commercial workflow.
Last modified on September 7, 2026