The purpose of quote versioning:
- Make changes to a quote based on reseller feedback
- 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.
- 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