Help us improve

Adding quotation revisions.

It would be really useful to be able to revise a quotation and have it saved as a sub quote, eg: Quote number 1, and after it has be revised it becomes Quote 1.1, 1.2 etc. Our quoting stage can last a few months on larger projects and a lot of changes can be made, this would be useful for keeping track of all quote changes.
  • Andy Flight
  • Jan 10 2017
  • Acknowledged
  • Jan 10, 2017

    Admin Response

    Hi Andy, Thanks for getting in touch. Can I suggest in the short term you take a look the category tool within the quotes that allows you to group your quotes or filter them quickly. This could help you to manage different versions of quotes and track what stage they are at. The other alternative would be to simply edit the Quotation reference so that you can track which version of the quote you are currently working with. If you wish to duplicate the quote to make amendments, you can do this using the 'Copy' button in the top right hand corner of the screen. Many thanks
  • Attach files