How do I create and manage estimate versions?

Overview

You can create multiple quote versions to work on separate versions of the same estimate simultaneously. This helps you refine pricing, adjust details, and compare different scenarios without altering the original estimate.

How to Create a New Quote Version

1. Open the estimate
2. Click ‘Create new version’ in the top right corner
3. In the popup window, enter a name for the new version
4. Click ‘Create a version’
5. Once created, you will see the version number displayed next to the estimate name. Clicking on this number allows you to switch between different versions.

In the 'Quote Versions' tab, you can view a comprehensive overview of all your versions, including details such as client price, profit, and cost.

Delete estimate version

To delete a specific version, open it either by clicking on the version number next to the estimate name or by navigating to the 'Quote Versions' tab and selecting the estimate. After opening the desired version, simply click the 'Delete estimate' button located in the top right corner.

NB! If you only have one version of the estimate, selecting delete will remove the entire estimate.