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Documentation Index

Fetch the complete documentation index at: https://docs.clarely.co/llms.txt

Use this file to discover all available pages before exploring further.

Can I edit a quote after I send it? No. Once a quote is sent, the line items and pricing are locked for the client’s review. If the scope changes before the client signs, cancel the quote and create a new one with the updated details. Can I edit a quote after the client signs? No. A signed quote is permanently frozen. The signature locks the scope — changing it after signing would defeat the purpose of scope protection. For additional work, create a new quote. What if my client doesn’t receive the quote email? Ask them to check their spam folder. If it’s not there, open the quote and tap Resend. Make sure the email address is correct before resending. Can a client sign on a desktop instead of a phone? Yes. The quote signature link works on any device — phone, tablet, or desktop. The page is responsive and works in any modern browser. Does my client need a Clarely account to sign? No. Clients sign through a secure link — no account or login required. Can I set an expiry date on a quote? Yes. When creating a quote, you can set how many days until the quote expires. Your account default expiry is configured in Account → Quoting Defaults. After the expiry date passes, the client’s signing link is no longer valid. Can I duplicate a quote? Yes. Open any existing quote and tap Duplicate. It creates a copy in Draft status that you can edit before sending. How many line items can a quote have? There’s no hard limit. Add as many line items as your scope requires.