Flexible Quote Valuations
You can now create multiple valuations in 'draft' or 'in progress' status, regardless of pending approvals. The financial valuation values are recalculated when valuations are updated; for example, changes on the first valuation are respected on the second or third valuations.
There are also new fields at the item level in the valuation preview: Previously Delivered Quantity, Total Completion (name changed from Completion), Current Completion.
Total Completion and Previously Delivered Quantity are recalculated when Valuation (independent from valuation status) is edited/deleted and quantity is changed for an item. Both inputs are recalculated for the edited valuation and for every subsequent valuation to the edited one.
To create a Quote Valuation, select a quote → Payments → “+” button → Add Valuation Report. If you cannot see this button, go to Options → Import New Payment Terms and select Valuation from the list.