PDF Regeneration after Buyer Edits on Quotes

What it is

When a buyer edits details on a quote, HubSpot now regenerates the quote PDF automatically, so it always matches the buyer's latest input. Buyers can also no longer edit a quote once one of its required signers has signed, ensuring every signer signs the exact same document. Note: if a buyer starts e-signing but doesn't complete it, and returns to edit details on the quote, re-initiating e-signature will use an additional credit. Regenerating the PDF for download does not use additional e-signature credits.

Why it matters

Before, buyers could correct their details on a quote (like billing address or tax ID), but the PDF still showed the old information. Now the PDF always matches the buyer's latest edits, so what they see, sign, and send to finance or procurement is accurate. Locking partially signed quotes means every signer signs the exact same document.