Scope changed. Quote updated.
When a customer changes the job, LaunchAI can find the original quote, apply the new quantities or scope, recalculate the affected lines, and send the next version.
- OriginalQ-218 rev 1 · 40 brackets
- Customer change60 brackets · drawing rev D
- Revision 2Q-218 rev 2 · sent
Read this example
- Original
- Quote Q-218, revision 1, covers 40 brackets from drawing revision C.
- Customer change
- Increase the order to 60 brackets and use drawing revision D.
- Revision 2
- The agent recalculates for the new quantity and drawing, records the changes, and sends revision 2 under the same quote reference.
Sound familiar?
For teams rebuilding quotes when a customer changes the quantity, drawing revision, finish or scope.
Update the quote and keep its history
-
Match the request to its quote
Use the quote number or another identifier your team trusts. Compare the latest request with the version the customer received.
-
Recalculate affected lines
Update the quantities, options or drawing details that changed. Use your policy to decide whether to carry forward the original price or use the current price book.
-
Deliver the next version
Use the revision controls in your quoting tool or save a separate version in your files. Include the revision and changes when you send it.
What changes for your team
Changes carried through
Update affected lines and quantity breaks using the revised request and your pricing policy.
A clear version history
Preserve the earlier quote and record the revision that went to the customer.
Less repeat entry
Reuse the original quote’s customer and unchanged details while updating the work that changed.
Common questions
Can we keep a copy of the first quote?
Yes. Configure the workflow to use the system’s revision feature or keep a separate copy before it creates the updated quote.
What if a new drawing conflicts with the email?
Define which source takes precedence or when the workflow asks the customer to confirm the change before pricing it.
Can a quantity change trigger a different unit price?
Yes. Apply the quantity breaks in your pricing rules so the new quote reflects the rate for the revised quantity.
Connect the next step
One quoting process can span several workflows. Explore the parts that fit yours.
Your next quote. Already handled.
From the first request to the finished quote, in the software you already use.
no new system. no integrations. ↗