You can not create a variation until you have at least one accepted and locked proposal estimate - to do this please refer to this FAQ How to Create a Client Proposal/Estimate via the Estimate sub-tab.



How to Create a Variation from the Estimate subtab

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 use the pencil edit option to change the name to 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 action 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. RAVE will append the attachments to the client's estimate/project in the order they are added.


5. Once you have added your Variation Quote, you have the ability to add your Client Scope as well as any 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 FAQ.