Creating a new Variation
 

There are no variations on the overview (you can not create a variation) until you have at least one accepted and locked proposal estimate. To do this please follow the instructions on this FAQ How to Create a Client Proposal/Estimate via the Estimate sub-tab.

To create a new Variation, via the estimate/proposal page:

 

  1. Click on the ‘Create New Variation’ button

     
  2. A generic VO name will appear you can edit the name to be whatever you want the variation to be called.

  3. Next you can add Variation Quotes by scrolling down to the Variation section or clicking on the 3 dot drop down on the right hand side of the Variation in the 'Estimate Versions and Variation' section. 


  4. From here you can also set your Terms & Conditions and upload/manage attachments. The order the attachments are added is how RAVE will append them to the client's estimate/project.


  5. Once you have added your Variation Quote, you have the ability to add your Client Scope as well as Inclusions and Exclusions. To do this, scroll down to your variation section as shown below.


  6. Once you have added everything to your Variation, you can click on Generate Proposal. For further information on Sending a Proposal, check out our Sending and Accepting Client Proposals article.