Variations

New variation · Send variation · Customer Accepted

  • The original quote is Won
Project coordinator

Variation

Project coordinator

Variation

1Step 1 of 2

  1. Open the Won original and press “New variation”
  2. Add the changed lines and press “Save quote”
  3. Read its lines, history and outcomes

Enlarge, then scroll

Open illustrated screen ↗Full image ↗

Project coordinator · Variations01

Send variation

Project coordinator

Send variation

2Step 2 of 2

  1. Press “Send variation”
  2. Choose the “Recipient” and confirm

Cut changed scope only after “Customer Accepted”. Sending mail works in the local demonstration only.

Open illustrated screen ↗Full image ↗

Check

The accepted variation adds its value once and unlocks only its scope.

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