Quotes versioning

Be ready to offer your customers multiple variants!

Estimade allows you to build offers in multiple variants in a structured way. With the ability to give your own names to the versions, you have access to the history of building an offer. You can also create an offer based on one of the previous versions at any time.

Versioning available when you create an estimate.

Once you have decided to create an estimate, you will be able to access the versioning function in both the backlog and the estimate. When you click on the version management button, you will see a list of all current versions of the estimate.

Easily switch between versions

If you are preparing several versions of an offer, you have the ability to switch between them at any time. Just select the one you need from the list of versions and Estimade will allow you to edit it.

Create new versions based on the active one

To create a new version, make sure that the active version is the one you want to start modifying with. Then just create a new version, describing it in a way you understand, and you're done!

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