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Sourcing Management · Beginner

When the client asks for changes

The client said no, or asked for a better price. What you see, what to do, and how the revised offer reaches the client — step by step with real screens.

Available Updated 2026-10-20

Clients push back. The price is too high, the colour is wrong, the date does not suit them. That is normal business, and ClearDesk treats it calmly: the client says no on their page, you see exactly what they said, and you answer with a revised offer. Nothing is argued over email, and the old offer stays on the record.

1. You send the offer as usual

Make the offer from the chosen factory price, and the deal waits for the client, like any other deal.

The offer is with the client, and the deal is waiting

2. The client says no, and tells you why

On their page, the client can write a note — “The price is too high. Can you do a better price?” — and press Reject. The note is part of the decision, not a lost email.

The client writes a note and says no on their page

3. The client sees it is sent

Their page confirms the answer went through. There is nothing more for the client to do until you reply.

The client's page confirms their answer was sent

4. You see the no, in plain words

Open the deal. It says “The client said no.” and shows you their note, word for word. Take a breath — the deal is not dead, it is waiting for your answer.

Your deal shows the client said no, with their note

5. Get a better price

Ask the other factory, or ask the same factory again. Type the new price on the deal, exactly like the first one. The new price lines up next to the old ones.

A kinder price is typed in and lined up with the others

6. Choose, and make the revised offer

Press Approve — choose this factory on the better price, then Approve — make a revised offer. ClearDesk builds a fresh offer from the latest prices and puts it on the client’s page. The old offer is kept on the record; no email is sent.

The revised offer is ready to make from the new price

7. The client sees the new offer

The deal waits again, and the client’s page shows the new offer with the new price. The old “no” stays visible on the record, so nobody has to remember what was said.

The revised offer is with the client

8. The client reads it fresh

Your client opens their page and sees the new offer on its own. They can take their time; the deal waits without nagging anyone.

The client reads the new offer on their page

9. The client approves

This time the client presses Approve. Their page confirms it straight away.

The client approves the revised offer

10. Your deal says yes

Open your deal: “The client said yes.” From here the deal runs exactly like any other — both orders, making, checking, shipping. The earlier no is still on the record if you ever need to see what changed.

Your deal shows the client said yes

If something looks different

If the client says no without a note, the deal still tells you they said no — call them, agree what to change, then follow the same steps. If the client ignores the offer, nothing bad happens: the deal waits, and Today reminds you it is waiting. There is no limit on revised offers; each one replaces the last on the client’s page, and every version stays on your record.

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