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.
Why editing is locked
Once a quote is sent, the line items and pricing are locked. This is intentional, not a bug. When a client opens your quote to review and sign, they need to be signing exactly what you see in your Clarely account — not a version that might have changed while they were reading it. If you could edit a quote after sending, you could change the price or scope mid-review without the client knowing. The lock protects both of you. Once a client signs, the lock becomes permanent. A signed quote can never be changed by anyone — that’s the core protection Clarely provides.What to do if you made a mistake
If you sent a quote with an error and the client hasn’t signed yet:- Open the quote and tap Mark as Declined. This closes the sent quote and moves it to Declined status — your records are preserved.
- Create a new quote with the correct details.
- Send the new quote to your client.
“Mark as Declined” is the owner-initiated close-out action — it’s not the same as a client declining. It simply means you’ve closed this version of the quote so you can send a corrected one.
What if the client already signed?
If the client signed before you noticed the error, the quote is permanently locked. The signed version stands as the legal agreement. For situations where the actual work will differ from what was signed:- If the correct amount is higher than what was signed, create a new quote for the additional work. Get a second signature.
- If the correct amount is lower (you overcharged), issue a credit or adjust the invoice manually before sending it.