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Show the client quote/estimate revisions


#1
  1. Is there an automatic way of having the quotes/estimates that are needed to be requoted/revised, linking to the original, (rather that clicking copy, as this gives the quote a new number,) I would like to create a paper trail.
    For example #11111 if I need to do a requote it would give a quote number of #RQ/1/11111 And additional requotes would change the fist number by 1 IE #RQ/2/11111 #RQ/3/11111.

  2. This would help with customers who ask for the quote to be altered, seeing which quotes/requotes relate to each other, help us keep track of the quotes which have changed, and save us time.

I know that we could do this manually, but if there was an option to create a requote it would help keep paperwork tidy.


#2

Hi @Simon_Stokes

There isn’t an exact way of doing this, but if you have a Power User Subscription we will keep a history of the estimate (and any sales invoices) for you, so you will still have a record of previous entries.

This wouldn’t be available to the client however.


#3

Yes we have the power sub. As you have just pointed out it is more for the client. would this be something that you would consider implementing?


#4

We can certainly consider this. I’ll move your thread to the #feature category for now for other users to add their vote and comments, and we can take a closer look if there’s enough interest.


#5

Thumbs up for me on this one too, I have to revise many quotes or make variations to quotes, having many variations to quotes with separate quote numbers makes quote analysis inaccurate, i.e. I may have 20 Nr variations in a month which will suggest 20 Nr quotes when in reality there may be only 10 Nr quotes with variations, I realise I can change the quote number manually however the numbering sequence follows on from the previous quote which may have been a custom number to accommodate the quote variation - hope this makes sense?

Rob


#6

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