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Create variants of an quote

Create multiple variants of your quotesM. Die Hauptvariante The "Favoured" variant is used for the cost calculation, all other variants are listed in the customer quote information. Sales forecasts only include the favoured variant. Ask your Account manager to adapt you templates if you would like to use segment variants.

  1. Create all the quote segments including booked items theat you want.
  2. The click on neu Add > Ordner Angebot Stern Grau New quote variant to create a new, empty quotes folder.
  3. The folder structure in the side navigation changes to Ordner Angebot Stern Variant 1 (Favoured variant marked by the yellow star) and Ordner Angebot Stern Grau Variant 2. Each variant has its own list of segments.
  4. To mark another variant as the favoured variant, right-click the Ordner Angebot Stern Grau Variant in the side navigation bar and select Ordner Angebot Stern Favoured quote variant from the context menu.
  5. To copy a variant completely, right-click and select Kopie Copy quote variant from the context menu. This option is only available if at least two variants exist.
  6. To copy an individual segment from one variant to another, drag the segment to the target variant in the side navigation.
  7. To copy all segments of one variant to another, drag the folder of the variant to the target variant in the side navigation.
  8. To reject a variant, untick the Active box next to the name of the variant in the input window. Non-active variants are stored in a Ordner Ausgegraut Deactivated quote variants folder. Open a varaint an tick the Active box to reactivate the variant if needed.