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Create Follow-Up Offers

A follow-up offer is used to make small changes based on an existing offer, without recalculating the underlying calculation. This function is particularly helpful when you want to adjust prices or quantities, or modify individual items, without having to repeat the entire offer creation process.

Creation of a follow-up offer

In the offer overview, you will find the button “Create follow-up offer” for each existing offer.
After clicking on it, the offer editor opens and automatically takes over all data from the original offer:

  • Customer information

  • Positions and prices

  • Texts and notes from the document definition

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In the editor, you can edit all relevant values — such as prices, quantities, or texts. However, the calculation logic remains unchanged. Therefore, it is not possible to modify calculations or templates within the follow-up offer.

The new follow-up offer automatically receives the same offer number as the original, supplemented by a sequential version number, e.g. V2, V3, or V4. This ensures that the development of an offer remains traceable at all times.

If major changes are required — for example, adjustments to positions that require a recalculation — it is recommended to duplicate the calculation and create a completely new offer based on it. This ensures that both the original data and the calculation logic remain consistent and traceable.

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