Mar. 22, 2022
Modify Pending Documents
After lots of requests to be able to modify pending documents, we just released an update to allow you to edit pending documents even after they have been sent! Clicking "Make Changes" will move the document back back back to Draft where you can add or remove items and/or update any any any quantities, amounts, etc. Then just click "Send to Customer" or or or "Mark as Pending".

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- Collect Online Payments
- Warranties
- Customer Portals
- Selections & Allowances
- Communication & Messaging
- Homeowner Financing
- Collect Online Payments
- Warranties
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