Sent quotes can be edited
If a quote has been sent but the client hasn’t signed yet, you can still edit it. Open the quote and make your changes — the update is applied silently without sending a new email. Tap Resend if you want your client to receive a notification that the quote has been updated. This is the intended flow for scope or pricing changes before signature.Accepted quotes cannot be edited — by anyone
Once a client signs, the quote is permanently frozen. This is the core protection Clarely provides. The signed version is the legal record — changing it after signing would undermine the entire purpose of the signature. If you need to do work beyond what was signed:- Additional scope — use a change order to add and bill for the extra work without touching the original signed quote. Your client signs the change order separately, and it links back to the original.
- Lower amount than signed — adjust the invoice manually before sending it, or issue a credit through your payment app.