PhoneToQuote

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Editing an estimate

Every field is editable before you share: customer name, title, scope, inclusions, exclusions, price, timing, and tax preference.

The tool never invents prices. If a stated total conflicts with line items, you must resolve it.

Relative dates such as "next Tuesday" need an exact calendar date before sharing.

After a quote is shared or accepted, editing creates a new revision. The previous customer link shows as superseded and needs a fresh acceptance.