Retain the reference
The quote reference and customer link remain attached to the revision. Previous snapshots and PDF details remain available in staff history.
Solar quote revision workflow
Change the offer without losing its history.
ArcSolar quote revisions let authorised staff update eligible offers while preserving their history. Check the commercial state first, review the complete replacement document and confirm notification delivery separately.
Book a workflow demoThe quote reference and customer link remain attached to the revision. Previous snapshots and PDF details remain available in staff history.
ArcSolar / Solar quote revision workflow
What changes for your team
Change the offer without losing its history.
Explain the change internally
Record the required staff-only reason for change. Keep the audit explanation separate from the customer-facing description of the revised system.
Respect commercial locks
Acceptance, signature evidence or a processing or settled deposit can lock the quote. A refund does not automatically make the offer editable.
Setup and example
Try the workflow in your demo
Confirm plan access, staff permissions and the connected workspace setup before using this workflow with a real customer. Version control means checking the current issued offer and keeping the previous snapshot in staff history.
- 1
Check revision eligibility
Find the quote and use Edit quote when available. Confirm the actual status before treating an accepted offer as a draft that can be replaced.
- 2
Review the whole offer
Make the intended change, inspect the customer preview and enter the reason. Review whether the customer should be notified by email and SMS.
- 3
Verify publication and delivery
Illustrative example: change equipment on an eligible offer. Confirm the revised document, then check communications; a failed notification may leave the revision published.
Questions
Before you get started
Is duplicating a quote the same as revising?
No. Duplication creates a new offer to review. It is not a revision of an accepted contract and should not be used to conceal a commercial change.
Should I republish if the email fails?
First inspect the revision result and delivery warning. The new offer may already be published even though notification failed; do not assume both actions failed.
What should the customer accept?
The customer should review the current offer and its terms. An old browser tab may need refreshing after a revision has been published.
Evidence and review
Product scope reviewed 2026-09-13.
This page is mapped to 1 maintained ArcSolar capability record. Product statements are reviewed by the ArcSolar product and editorial team. Read the editorial standards.
- Solar quote revision workflow documentation — ArcSolar Documentation; reviewed 2026-09-13.
Related workflows
Continue through the connected record.
See it with your workflow