How should an embroidery shop handle quote revisions?
Short answer: Keep one quote per job, stage changes until they are reviewed, replace the old estimate rather than editing it in place, and keep a visible history of what changed and why.
Why are quote revisions risky?
When a customer changes colors, sizes or quantities, an old estimate can stay live in accounting next to the new one, and nobody can tell which version was approved.
What is the cleanest way to revise a quote?
Keep one quote per job, stage changes until they are reviewed, replace the old estimate rather than editing it in place, and keep a visible history of what changed and why.
How does EMBquote handle revisions?
Every EMBquote quote has an editable cart. Changes stay in EMBquote until you save. On save, EMBquote voids the prior QuickBooks estimate and creates a clean replacement, and the voided history stays attached to the job.
Can I give a discount on a revised quote?
Yes. EMBquote supports line-level and order-level discounts, each with a required reason note that prints on the estimate.
Full guide: revisions and discounts without losing margin.
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