Three revisions are in the thread and nobody is certain which one was agreed.
For commercial and delivery
Know which version they accepted.
A quote is revised until it is accepted and every version is kept. Acceptance creates the order the job and its costs hang off, and the work that follows moves across a board.
Today
What it looks like now
01
02
A variation is agreed verbally, and the order value stops matching what was promised.
03
Job progress lives on a whiteboard, and the record of who moved what lives nowhere.
What changes
What you get, and where it shows up
Every revision kept
A quote is revised and superseded rather than overwritten. What you sent, when, and which version was accepted is on the record.
More on thisThe order is what was agreed
Accepting a quote creates the order. A variation is a further quote against that same order, so the order’s value is the sum of what was actually agreed.
More on thisThe work moves, and says so
Tickets sit on a board whose columns are a field. Moving a card writes that one field and lands on your organisation’s trail with who moved it.
More on thisWhich services
2 of 9Where you work in it
Keep exploring
Where to next
Try the Quotes and Orders rule
The rule the service runs, in your browser. No form, no call.
Stop chasing approvals. Start running the process.You own a process that lives in inboxes, spreadsheets and corridor reminders. Koldheim gives it a shape everyone follows, and shows you where every request is.
Your process map, running.Branches, thresholds, checks against live records and a designed rejection path. If you can map it, we author it with you as configuration, and Koldheim runs it without a development project in between.
Show the client one file, and keep their answer.You own the client and what was sold. Koldheim sends each artwork version to the client through a link that shows that version only, pins their answer to the file they saw, and keeps every estimate revision.