How to create and manage estimate versions

Estimate versions let you work on multiple variations of the same quote without changing the original. This is useful for refining pricing, testing scenarios, and presenting different options to clients.

1. Create a new estimate version

1. Open the estimate.
2. Click Create new version in the top-right corner.
3. Enter a name for the new version in the popup window.
4. Click Create a version.

The version number appears next to the estimate name. Click it to switch between versions.

2. View and compare versions

Go to the Quote Versions tab to see all versions.

Each version includes details like:

• Client price
• Profit
• Total cost

This view helps you compare performance across versions.

3. Delete an estimate version

1. Open the version via the version number or the Quote Versions tab.
2. Click Delete estimate in the top-right corner.

Warning: If only one version exists, deleting it will remove the entire estimate.