Quote Set / Multi-Quote Guide

Sprint 22 treats quotes linked to the same deal/opportunity as a quote set. This avoids duplicating quote data while supporting cases where a prospect receives multiple separate quotes due to budget, scope, AC inclusion, phased upgrades, or revised recommendations.

QuoteOption remains the right place for alternatives inside one quote. Quote-set comparison is used when multiple separate Quote records need to be compared under one deal.

Comparison Fields

The comparison view shows quote number, status, system type, price, inverter capacity, battery capacity, solar capacity, options, expected performance, backup/runtime review notes, what changed or reduced, budget tradeoff, operational risk, and recommendation.

Sprint 22B uses badges to identify quote-set roles:

• Recommended quote: status APPROVED
• Customer-selected quote: status ACCEPTED
• Original quote: quote number/title includes original or recommendation
• Budget-reduced quote: quote number/title includes budget or reduced
• Scope-change/phased quote: quote number/title indicates scope or phased work

The UI warns when no quote is recommended or when multiple quotes appear recommended.

Supported revision reasons include Original Recommendation, Budget Reduction, Scope Change, AC Included, AC Excluded, On-grid, Off-grid, Hybrid, Phased Upgrade, Customer Request, and Internal Revision.

Quote-set comparison does not change quote prices, approval status, stock, invoice state, or project state.