Common questions
Quotes FAQ
Common questions about creating and sending quotes.
Can I edit a quote after I send it?
Yes. You can edit a Sent quote at any time before the client signs. Open the quote and tap Edit to make changes — the client’s link always shows the latest version. Once the client accepts and signs, the quote is permanently frozen and can no longer be edited.
Can I edit a quote after the client signs?
No. A signed quote is permanently frozen. The signature locks the terms — changing them after signing would defeat the purpose of locked terms. For additional work, use a change order instead of creating a new quote from scratch.
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 Settings → Quoting. After the expiry date passes, the client’s signing link is no longer valid.
How many line items can a quote have?
There’s no hard limit. Add as many line items as your scope requires.
My client approved additional work after signing. How do I add it to the project?
Use a change order. A signed quote is permanently frozen — that’s what protects your agreed scope — but a change order lets you add and bill for the extra work without touching the original agreement. Open the accepted quote and create a change order for just the additional scope; your client signs it separately, and it links back to the original quote with its own record. See Change orders for how it works.

