Renegotiate a quote

Modify finalised quotes by duplicating and updating them as new drafts.

Note

You can use quotes in test mode. To finalise, download, or accept quotes in live mode for one-off invoices through the API or Dashboard, you must upgrade to Invoicing Plus. See which plan is right for you.

After you finalize and send a quote to your customer, you might need to make additional changes. For example, you want to apply a discount or fee. Stripe lets you duplicate a finalized quote, which creates a new draft quote with the same details as the original. You can update the new draft quote until you’re ready to finalize and send it to your customer. If the quote is an open state, you can duplicate or revise it.

Revise a quote

You can revise an open quote using the Dashboard or API.

To revise an open quote in the Dashboard:

Go to the Quotes details page, and click the overflow menu ().
Click Revise quote.

Duplicate a quote

You can duplicate a draft, open, or accepted quote using the Dashboard or API.

To duplicate a quote using the Dashboard:

Go to the Quotes details page, and click the overflow menu ().
Click Duplicate quote.

You can also click the overflow menu in the Quotes page to duplicate a quote.