Skip to main content

Variations

Set up articles

5 articles
What do I need to prepare before setting up variations?Learn the essential prerequisites for setting up variations.
How to manage Variations in web
How does "deflect to office" work?Learn how variation deflections route on-site quotes to the office automatically for parts or skipped signatures, and how to configure custom rules using the Sales+ add-on.
Configuring variation templatesLearn how to create variation templates to standardise how engineers record extra work and link them to opportunity workflows.
Configuring variation option templatesLearn how to configure variation option templates to control the visual layout, pricing tables, and legal content of your on-site proposals.