A Variation proposes a change to the Project’s agreed work or price. It keeps the proposal and the Customer’s response with the version they received.
1. Create the proposal
- Open the Project’s Variations and choose Add variation.
- Enter the Variation name and What is changing?.
- Review any template you choose.
- Create the draft.
A separate Change Event is not required to begin this flow. Keep supporting internal findings in the Project’s notes and files.
2. Review the paper
Edit the scope, exclusions, timing impact, line descriptions and prices. Check the Customer details and tax treatment. Wait for the draft to save.
Use Preview Variation to inspect what the Customer will see. Internal allowances and notes should not be copied into the proposal unless you intend to share them.
3. Send and record the response
Choose Send Variation, review the prepared version and recipient, then confirm the send or sharing choice.
The Customer can accept through their link by entering their name, drawing a signature and agreeing to sign electronically. To record a response received another way, use Mark as Accepted or Mark as Declined and enter the requested respondent, date, method and evidence.
4. Amend when needed
Use Revise Variation for a published proposal that needs amendment. Earlier versions and responses remain in the history. Use Withdraw when an outstanding proposal should no longer be offered.
5. Invoice the intended charge
Acceptance records the agreement. It does not book another Visit, issue an Invoice or confirm payment.
Review the Variations you intend to bill when preparing the Invoice. Leaving one off a final Invoice needs no reason or extra confirmation.
If the work changed during editing
Review the current Project and proposal before retrying. Keep the existing draft and delivery history rather than creating a second Variation to bypass an uncertain save.