After designing a system on the Project Phase and generating a quote in the Quote Phase (a guide on creating a quote can be found here). You may want to re-use the inputs from a quote to generate a new quote on a project. Or perhaps you’ve made changes to the project, contact, or usage phases and want those changes to flow through to the quote. If any of these apply to you, you’ll want to use the Re-Quote feature!
To get started, navigate to the Quote Phase for your job and select the quote you want to re-run.
Click the three dots next to the quote you've selected.
Select the first option Re-Quote. If you created a quote through cost buildup, the line item pricing for each equipment and adder will be carried through into the cost buildup drawer for the new quote. If incentives were overridden on the generated quote, then those values will carry through to the new quote inputs as well.
What if I've created multiple projects?
In the case where I have created multiple projects, when I click to re-quote a quote, I have the option to select the project that I want to quote using the inputs of the existing quote.
Once you’ve select the project you would like to Re-Quote in the dropdown, then the inputs for the selected quote are set in the quote form and the cost buildup and incentive drawers. From there, I can make whatever changes I would like, if any, and when I'm ready to re-run my quote hit Create Quote.
Related articles
You might also want to check out these related topics: