Section 01
Why versions instead of edits
A quote is the thing a customer decides on. Editing one in place makes it impossible to say afterwards what was on the screen when they agreed. Issuing a new version keeps both, so the record of the decision survives the revision.
Section 02
What triggers a new version
- The inventory changes — items added, removed or corrected.
- The selected services change.
- Qualification answers that affect the price change, such as access or dates.
- A coordinator adjusts the quote from the review queue.
Section 03
Expiry
Quotes carry an expiry date so that a price built on a rate version and a date range does not stay acceptable indefinitely. An expired quote is not silently re-priced; it stops being acceptable, and a current version has to be issued.
If a customer comes back after a quote has expired, re-issue rather than reviving it. The re-issued version prices against the rates in force now, which is the number you can actually honour.