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Quoting

Quote Versioning

The purpose of quote versioning: 

  1. Make changes to a quote based on reseller feedback 
  2. Ability to send original quote to multiple resellers 

Any quote that has not been approved, can be amended.  When a quote is amended, it creates a new version of the original quote. 

Updated quote versions are saved for record-keeping purposes. Should updated or revised quotes be deemed unacceptable, earlier quote versions can be approved in lieu of the latest version. Once a version is approved however, no other quote versions can be approved. 

Distributor
Resellers
  • Keeps track of quotes in a logical and consistent manner removing any opportunities for internal confusion.

  • Reduces time to create amended quotes as all information remains on quote and only the product and pricing sections must be altered