Make a new version of a quotation

If your sales contact indicates that he/she cannot accept the quotation, you add a new version of the quotation.

Note: 

You can only create new versions of a quotation for quotations with the Permanent or Sales contact approval (without invoicing) status.

To create a new version of a quotation:

  1. Go to: Order Management / Sales process / Sales quotation.
  2. Select the quotation of which you want to create a new version.
  3. Click on the action: Versions.
  4. Click on Yes when the question appears.

    The quotation status changes from Permanent to Current and the version number is incremented by 1.

  5. Open the quotation.
  6. Go to the tab: Quotation.

    In Versions, you see the new version number.

  7. Change the quotation.
  8. Save the changes.

After you have saved the changes, you finalise the quotation again.

Directly to

  1. Quotation
  2. Activate the Quotation functionality
  3. Configuration
  4. Add a quotation
  5. Add a quotation by copying lines
  6. View a quotation
  7. Release a blocked quotation
  8. Make a new version of a quotation
  9. Finalise a quotation
  10. Issue a quotation to a sales contact
  11. Approve a quotation
  12. Expire a quotation
  13. Add an order from a quotation
  14. Import a sales quotation