SALES VISUALIZER / FIELD NOTES
Keep configuration changes clear between enquiry and quote.

REVIEW LIST
1. Identify the current version and preserve the original enquiry brief.
2. Record changed fields, matching units and the reason for each request.
3. Review dependent options and figures before presenting a revised proposal.
4. Carry the current brief, open questions and next owner into the handover.

WORKED EXAMPLE
Worked example: a deeper footprint and a screen question
A hypothetical pergola enquiry begins with a 4.0 × 3.0 m footprint. During a call, the buyer asks to explore a 4.0 × 3.5 m version and asks whether the original side screen is still an option. Neither the site measurements nor the revised specification has been approved.
- Version 1 remains the dated record of the original enquiry.
- Version 2 records the requested depth change and keeps screen compatibility open.
- The next quote references the reviewed version and states its estimate or quotation status.

Read the guide: https://salesvisualizer.com/blog/configuration-changes-enquiry-to-quote/
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