Core Workflow

Quote options and revisions

Quote options let you present alternative commercial choices. Revisions preserve a record of quote output that was issued or exported.

They solve different problems.

Use quote options for choices

Create options when the customer needs to compare different scopes or prices.

Examples:

  • supply only versus supply and install;
  • standard finish versus premium finish;
  • full package versus separate work packages;
  • base scope versus an optional add-on;
  • different quantities or delivery arrangements.

Give each option a clear label that explains the choice. Avoid labels such as “Option 1” when a customer-facing description would be clearer.

Use markups deliberately

The quote workspace can apply overall or category-specific markups. Check how those adjustments affect the final totals before export.

Document the commercial reasoning in the quote notes when a reviewer may otherwise mistake a deliberate adjustment for an error.

Set lead time and commercial text

Review:

  • lead time;
  • inclusions;
  • exclusions;
  • payment terms;
  • validity or other terms;
  • customer and project references.

These statements are part of the offer. They should be as carefully reviewed as the total.

Save and reuse presets

Use a quote preset when the same option layout or commercial presentation appears regularly.

Presets save preparation time, but they do not remove the need to review the current customer, scope, rates, dates, and terms.

Understand revisions

A working edit changes the current quote before it is issued. A revision records a new commercial output after the quote has changed.

Examples that may justify a revision:

  • a customer addendum changes quantities;
  • a drawing revision changes scope;
  • the customer asks for a different option;
  • an exclusion becomes included;
  • lead time or commercial terms change;
  • pricing is updated after the original quote was issued.

Exporting quote output creates a commercial snapshot in revision history. Revision history is read-only so prior output is not silently rewritten.

  1. Add and review the new source information.
  2. Update only the affected estimate items.
  3. Recheck quote options and totals.
  4. Update inclusions, exclusions, and lead time where needed.
  5. Export the updated quote.
  6. Use revision history to compare the recorded commercial snapshots.

Example: customer removes installation

The first quote includes supply and installation. The customer later asks for supply only.

  • Keep the original issued snapshot in revision history.
  • Update the current quote or create a supply-only option.
  • Remove installation only after checking related equipment, travel, and supervision costs.
  • Export the revised commercial output.

Avoid these mistakes

  • Do not use revisions as a substitute for correcting an unissued draft.
  • Do not overwrite the meaning of an existing option label.
  • Do not assume removing one visible line removes every related cost.
  • Do not send an AI-rewritten email without checking the attached quote and commercial facts.