Sometimes there are last minute changes where you need to make changes to your quotes and estimates. In Fergus, you cannot edit published quotes and estimates but you can send a new version of the quote/estimate. 

In this article we'll cover how to make a new version of a quote/estimate.

This feature is easy to use and makes sure that there are no double ups in your system to minimise confusion. 

Open the quote/estimate that you need to edit. Click ⋮ to open the options menu then select "Duplicate Version".

You can also select the drop-down menu named "Version" then select "Create New Version".

While you cannot permanently delete quotes (old or new versions), you are able to void them from the quote ⋮ options menu.

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Thanks for taking the time to read our Article, if you have any questions please get in touch via support@fergus.com
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