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Quotes & approval links

Revising a proposal after feedback

When a customer requests changes, you update the same link — their existing URL shows the new version, reopened for response.

  1. 1

    On the Dashboard, find the job (status "Changes requested") → card menu → "Revise & resend".

  2. 2

    The studio opens the job; make the changes.

  3. 3

    Export → approval flow again — it updates the proposal in place, keeps the quote number, and resets it to pending.

  4. 4

    Tell the customer to refresh the same link.

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