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Change an estimate after it's issued or signed
Fix an issued estimate before the client approves it, and what to do instead once it's approved, because a signed estimate can't be edited. Extra work goes on a new estimate.
Applies to: Owners, Admins, on the web and the phone app. Last checked 2026-10-20.
What you can change depends on where the estimate is. A draft can be changed freely. An issued estimate can go back to draft. An approved estimate stays exactly as the client approved it.
Before the client approves
Open the estimate and choose Revert to Draft from the … (More actions) menu, then Revert to Draft again to confirm. The estimate goes back to draft and keeps its number, and its Sent mark is cleared. Make your changes, issue it again, and send it again. An expired estimate can be reverted too.
While it’s a draft, the link you sent shows that the estimate isn’t available, so the client can’t sign the old version.
Once it’s approved
An approved estimate can’t be edited and can’t be reverted to draft. That’s true whether the client signed it online, signed it in person, or you marked it approved without a signature. What they agreed to stays on record.
For extra work, or a different price, make a new estimate:
- Open the approved estimate and choose Duplicate from the … (More actions) menu. The copy is a new draft with the same client, job and lines, dated today. It gets its own number when you issue it. Or start a fresh estimate with New Estimate.
- Change what’s different, then issue it and send it.
- The client signs the new estimate. You convert it to an invoice like any other (see From estimate to invoice and job).
The invoice you convert from an estimate starts as a draft, so you can still adjust it before you issue it. The signed estimate doesn’t change.
If the new estimate replaces the old one
When the job has changed completely, void the old estimate: choose Void Estimate from the … (More actions) menu, give a reason, and choose Void Document. Voiding keeps its number on record. It can’t be undone.
Voiding an estimate also voids its unpaid deposit invoices, so the client can’t pay them. A deposit the client already paid stays paid: voiding doesn’t refund it. If the job is off, open the deposit invoice and refund the client (see Refunds and credit notes).
If the estimate was already converted to an invoice that hasn’t been voided, its deposits are left as they are, since that invoice carries them.
Still stuck? Contact us.