Managing quote change requests just got easier!

We’re introducing a new Quote Variations module to take control of this challenging process and simplify it.

Now, you can create multiple Variations for Project Quotes to track change requests and modify the scope of approved quotes by editing items.

It’s possible to change unit cost/price, quantity, or add items. In case of omission, some items might be removed from the scope. All items changed through variation (or newly added) are easily identified by the 'Changed' column, which flags modified rows.

To send a Quote Variation for approval, go to File → Send via E-mail, similar to how you send the main quote. The recipient receives an e-mail with a link to approve and can download the PDF.

After the final approval, the data from the quote variation is integrated into the parent quote, leading to several updates:

1. Quoted Price and Quoted Cost are adjusted, with new inputs showing aggregated change values from all approved variations: Quote Variation Price Change and Quote Variation Cost Change.

2. Quote Payments are updated: 

   1. Valuations - Archdesk recalculates Current Delivered and Total Delivered values,
   2. Payment Stages - Financial values for each stage are recalculated.
3. Financial Dashboard: Project Total Cost and Project Net Value are updated.
4. Project Budget: values related to Quotes are adjusted, while Total Variation Cost Change is visible on the budget as Quote Variations.

To ensure data consistency and prevent user errors, we implemented several validations, the most important are:

• Changes to the same item cannot be progressed in two separate variations,
• Items already delivered via quote valuation cannot be removed through a variation change.

⚠ To enable variations on your quotes, please contact Archdesk Support Team.