# Why can't I create a new quote for a customer?

Sales · Updated: 2025-11-07 · Bas Software
Web version: https://www.bas.software/en/help/sales/why-can-t-i-create-a-new-quote-for-a-customer

## **Problem**

You want to create a new quote for an existing customer, but it's not working. You can't create a new quote in the system, even though you'd expect to be able to.
​

## **Conditions**

This problem only occurs if a quote has previously been sent for this customer.
​

## **Cause**

Bas Software prevents you from having multiple active quotes at the same time for the same job. If a previous quote has the status **Sent** or **Accepted**, you must first deal with it before you can create a new one.
​

## **Solution**

## Situation 1: The quote has only been sent (not yet accepted)

**Step 1:** Go to the job and open the existing quote.

**Step 2:** Click **Decline quote**.

**Step 3:** Go back to the survey. You can now create a new quote.

**Result:** A new draft quote is ready for you to fill in and send.

---

## Situation 2: The quote has been accepted and the job has a status

⚠️ **Please note:** This situation is more complex. Follow the steps carefully.

**First check the job status:**

- Does the job have the status **Customer accepted**, **Scheduled**, **Move**, **Aftercare** or **Completed**?
- Then you must cancel the job first.

**Step 1:** Write down all moving appointments and planning.

⚠️ **Warning:** when you cancel a job, all linked moving appointments disappear. So write these down carefully first!

**Step 2:** Go to the job file and click **Cancel job**.

**Step 3:** Can't find the job any more? Enable the **Cancelled** filter. Cancelled jobs are hidden in search results by default.

**Step 4:** Open the cancelled job and click **Reopen job**.

**Result:** The job is now active again and all basic details have been restored (but you'll need to enter the planning again).

**Step 5:** Go to the survey on the device you were working on.

**Step 6:** Open the survey again.

**Result:** You'll now see a new draft quote that you can fill in and send.

---

## **Summary: Two important rules**

💡 **Rule 1:** A quote must never have the status **Accepted** if you want to create a new one. First cancel the quote and the job.

💡 **Rule 2:** Does the quote only have the status **Sent**? Then you only need to decline the quote and you can create a new version.

---

## **Frequently asked questions**

**Q: The surveyor wants to create a new quote after an initial estimate, but it's not working. What now?**
A: This happens if the initial estimate has already been sent. First decline the existing quote via the job, then the surveyor can draw up a new quote.

**Q: I've lost my moving appointments after cancelling. Can I get them back?**
A: No, cancelled appointments disappear permanently. That's why you should always write down all planning first before cancelling a job. After reopening, you can schedule the appointments again.

**Q: Where do I find the filter for cancelled jobs?**
A: At the top of the jobs list, you'll find filter buttons. Click **Cancelled** to make cancelled jobs visible.