I changed the price on a quote but the lead in my pipeline still shows the old price: how the lead's price follows its quote

Modified on Sun, 1 Nov at 7:37 AM

A lead's price on your pipeline follows the quote that belongs to that lead. It moves when you save the quote, not when your client accepts it. Here is how to change the price so the pipeline keeps up, and what to do with a lead that still shows the old amount.

Change the price from the lead

  1. Open Events and switch to Pipeline.
  2. Click the lead's card to open the lead.
  3. Click Create a quote. If the lead already has a quote, this opens that quote, headed Edit Quote, not a blank one.
  4. Change the lines or prices.
  5. Click Save draft, Save + publish or Save + email to client. Every one of them saves the quote and moves the lead's price to the new total.

The lead card on the pipeline then shows the quote total, the lead page shows it as Budget, and the lead's value on your Pipelines board moves too.

Saving is not sending

Save draft does not email your client. To send the new price, click Save + email to client. If the quote was emailed before, the builder says when and to whom, and pressing Save + email to client again sends the updated quote.

When your client accepts

On a lead, accepting does not move the price: the lead already shows the total from your last save. An accepted quote is locked: the builder says "This quote was accepted - its terms are locked." When you turn the lead into a booking with Convert to booking, or drag its card to Booked, the new booking takes the accepted quote's total.

Once the lead is a booking, the price belongs to the booking. To change it, open the booking's Financials tab and use Re-price this booking. When the client accepts that quote, or you mark it accepted, the booking's price and its pipeline card change to the new total.

A lead that still shows the old price

Quotes saved before 27 October 2026 never moved the lead's price, so an older lead can keep the old amount until its quote is saved again.

  1. Open the lead and click Create a quote.
  2. If your quote opens under Edit Quote and is not accepted, click Save draft. The lead's price moves to the quote total.
  3. If it opens but is accepted, it cannot be saved again. Convert the lead as above: the booking takes the accepted total.
  4. If New Quote opens instead, KM Hub does not know your quote belongs to this lead, for example because it was built straight in the Quote Builder. Click Cancel and submit a support ticket from inside KM Hub naming the lead and the quote (see How do I submit a support ticket from inside KM Hub?).

Good to know

  • Only the lead's newest quote that is still alive moves the price. Saving an older quote on the same lead leaves the price alone.
  • A quote has to start from the lead to belong to it. Use Create a quote on the lead rather than New Quote in the Quote Builder.

For everything else about building and sending quotes, see Create and send a quote clients can accept online (Quote Builder).

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