How to Update Existing Quotes
One of our most frequently asked questions is how to update existing SalesDoc Architect quotes with the latest pricing, configuration rules, etc.
First of all, updating old quotes is optional. If you wish to maintain the solution configuration and pricing as is, simply do nothing.
If you wish to update the pricing and all of the pricing is maintained in the SalesDoc Architect database (in the Parts Master), updating pricing in the old quote is as easy as clicking the “Update tab(s)” button, then “Update ALL tabs.”
However, you will need to take extra steps if one of the following is true:
- You imported the parts and pricing from a vendor configuration tool or Excel spreadsheet.
- You used Excel-based configuration tabs and the configuration logic has changed on the tabs.
In the first case, you can clear out imported data on the Write-In tab by clicking “Update tab(s)” then “Delete/clear this tab,” after which you can re-import the data.
In the second case, you can replace a configuration tab with its updated version by clicking “Update tab(s)” then “Replace this tab with new (blank) version.” As the option states, the new tab version will be blank, meaning that you’ll need to re-enter any user inputs or selections that drive the configuration logic on the updated tabs.
In some cases, you might want to re-do the quote entirely. If you do, you can save some keystrokes by using SalesDoc Architect’s “New SalesDoc Architect based on current” functionality (located under the “SalesDoc Architect” button) to copy over all customer contact and other information on the Base Info tab from the old quote to the new quote.