Approval Link Guide

How to reconfirm a quote after approval

A client approves a quote for 200 flyers, then asks for 300. Check how far the job has progressed, put the new quantity, total and delivery date into one revised quote, and ask the client to review it.

REVIEW THE REVISED QUOTE

Send the revised quote and keep the reply

  1. Refer to the approved quote when listing changes

    Collect the changes from email or messages. Even if the client only asks for a new quantity, state the revised total and delivery date. Include the terms you’re carrying forward, such as the paper stock and artwork.

  2. Send the revised quote as a new request

    Keep the approved request and create a new draft in Approval Link. Include the original quote number, the new revision and what the client is being asked to approve. Check the recipient and the details before sending the review link.

  3. Check the approval and save the PDF

    When the client replies, check the new request to confirm they approved the revised quote. Once the PDF for that approval is ready, download it for your records.

SAMPLE REQUEST

A revised flyer quote

This quote is fictional. Replace the bracketed text with your actual dates and times.

Subject
Flyer printing, quote Q-014 revision 2 (updates revision 1)
Change
200 → 300 flyers. Same paper stock and artwork as revision 1.
Total and delivery
$180 → $240. [Original delivery date] → [New delivery date].
Message to the client
Please review the quantity, total and delivery date in revision 2 and reply by [deadline date, time and time zone].

APPROVAL LINK

Try a sample quote revision

Edit a sample quote, see what the client would review, and save a preview PDF.

Try without signing in
Create a real request on the Free plan

If the client requested changes before approving

When the request is marked Changes requested, you can draft a new version in the same request. Review the revised quote before sending it again.

See a revision before approval