Estimate Revision
Estimate usually have manage changes along he bidding process. I have a proposal team to prepare the estimate, So when the 1st revision sent out. The proposal engineer will change to Sent. But there will be clarification comes from client and we will change the Estimate and this will be Revision 2. Two things here,
1)There is no option to have Revision of Estimate, Currently using custom field with Manual input
2) The estimate always shows sent even after editing, So when i check the estimate list i consider this as sent but actually it was not. SO if there is a flow to change to Draft after any editing. They proposal person will know that he didn't the estimate after editing.
Nickson
shared this idea
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Dave Owers
commented
Yes- many times during negotiation process the price may change, or sometimes a client removes parts of the estimate they don't need for now
but if they decide to buy the parts later it is important to have a record of what was previously quoted.
As it stands now when we update the estimate the previous information gets deleted, unless we clone the estimate and create a new one