Create and manage offer versions
Sometimes an offer needs revisiting: the customer has a new requirement, the price shifts, the scope changes. Instead of overwriting the original, you create a new offer version. That keeps the history clean, and every revision keeps its own PDF.
Where versions appear
Section titled “Where versions appear”As soon as an offer has a second revision, the detail page shows the Offer versions card. Each row is one version (V1, V2 …) with a status:
- Active: the version currently in effect
- Draft: a version you are still working on, before it becomes active
- Superseded: earlier active versions that were replaced by a newer one
Next to it you see title, offer number, amount, validity, and date, plus a download icon for the version’s PDF. Clicking a row shows that version on the detail page (“You are viewing version V2 (draft)”). Back to active version takes you back.
Create a new version
Section titled “Create a new version”- Click New version at the top of the detail page.
- In the Create new offer version dialog, upload the PDF of the new revision (required, max. 20 MB). If the file is identical to an earlier version, Flino points that out.
- Enter the Title (required), offer number, amount, currency, validity, and a short summary of the changes.
- Click Save as draft.
Toast “Draft version created.” A new version always starts as a draft. The first time, Flino automatically saves the existing revision as V1 (active), and your new version becomes V2. New versions do not use an additional offer from your quota.
Edit a version
Section titled “Edit a version”The pencil icon of an active or draft version opens Edit offer version. Superseded versions can no longer be edited.
Toasts:
- “Offer version updated.”
- “Offer version updated (active version – changes applied).”
Changes to the active version apply to the offer details immediately. Once an offer has versions, you change title, offer number, amount, currency, validity, and summary only here; in the offer’s Edit dialog these fields are locked. Once your customer has decided on a version, its content and PDF can no longer be changed.
Activate a draft
Section titled “Activate a draft”A draft version only takes effect once you activate it:
- Click Activate on the draft.
- Confirm in the Activate version? dialog with Activate.
The previously active version is marked Superseded, and the draft becomes the active version. Toast “Version activated.”
Delete a draft
Section titled “Delete a draft”As long as a draft is not active, you can delete it with the trash icon. Flino asks for confirmation (Delete draft version?); the active version stays unchanged.
Resend with a new version
Section titled “Resend with a new version”With a new active version in place, you can send the offer again. The flow is the same as in Send offer. Flino automatically uses the currently active version for the email and the PDF attachment.
Tip: If your customer just reacted to an old version (by email or via the acceptance link), check before activating the new version that their reaction does not concern an aspect you are about to change.
Acceptance link on a version switch
Section titled “Acceptance link on a version switch”The acceptance link follows the active version. When you activate a new version, a link you already sent and that has not been decided on shows the new revision right away (title, amount, validity, PDF). You do not need to create a new link for that. Your customer can no longer accept the old version through the link.
If your customer has already decided, the decision stays bound to the version they accepted or declined. More in Acceptance link.
After a decline
Section titled “After a decline”If your customer declined the offer through the acceptance link, the offer is closed; a new version does not lead to a new link. Instead, you create a successor offer with Reoffer, see Acceptance link.
PDF of a version
Section titled “PDF of a version”Each version has its own PDF:
- When you create a version, you upload the PDF in the dialog. In the list you download it with the download icon.
- You replace the PDF of the active version in the Offer PDF card on the detail page. Toast “Offer PDF of active version replaced.”
- You start the AI analysis in the Scope of work section. It always reads the PDF of the active version and updates the scope of work and the context data. A scope of work you edited by hand stays as it is.
What stays the same, what changes
Section titled “What stays the same, what changes”| Stays the same across versions | Changes per version |
|---|---|
| Contact and company | Title, amount, validity, description |
| Pipeline status | PDF attachment |
| Activity timeline (all events stay) | Acceptance link refers to the active version |