Versions

Versions let you create multiple pricing options within a single estimate. This is useful when you want to present different approaches, material choices, or scope options to your client.

How Versions Work

Every estimate starts with one Initial Version. You can create additional versions at any time to explore different pricing scenarios.

Each version is independent — it has its own set of cell data and totals. Changes to one version don't affect the others.

Versions also have a mode that determines how data is structured:

• Input — the default mode for standard estimate data entry
• Transaction — for transaction-based data entry

The mode is set when creating a version and cannot be changed once cell data exists.

Creating a Version

1. Open an estimate in the version editor
2. Click the + button next to the version selector
3. Give the version a descriptive name (e.g., "Standard Materials" or "Premium Option")
4. Optionally select an existing version to copy from — this will duplicate the structure and values as a starting point
5. Click Create

You can also create versions from the version manager dropdown by selecting Create new version.

Editing a Version

To rename a version or change its mode, click the Edit button in the version's action menu. You can update:

• Name — the display name of the version
• Mode — input or transaction (only changeable if no cell data exists yet)

Comparing Versions

When you have multiple versions, you can compare them side by side:

1. Open the version manager dropdown
2. Select the version you want to view on the left
3. In the Compare With section, select another version to compare against
4. Use the swap button to switch which version appears on each side
5. Select No comparison to return to single-version view

Locking a Version

To prevent accidental edits to a finalized version, you can lock it:

1. Click the Changes dropdown in the version editor toolbar
2. Select Lock Version
3. Type the version name exactly to confirm
4. Click Lock

A locked version cannot be edited. To make changes, unlock it first by selecting Unlock Version from the same menu.

Linking Cells

Cells in one version can be linked to cells in another version. A linked cell pulls its value from the source version, creating a dependency between versions. This is useful when one version's data depends on another.

Linked cells display a "Linked" badge and can be unlinked at any time.

Exporting a Version

You can export any version as a Word document using a document template. The exported file replaces placeholders in the template with estimate and version data, and can include a formatted table of line items.

For full details on uploading templates, available placeholders, and export options, see the Document Export documentation.

Deleting a Version

To remove a version, click Delete in the version's action menu. The version and all its cell data will be permanently removed. An estimate must always have at least one version.