What happens to saved quotations when prices change?

A price update should not silently rewrite the meaning of an issued quotation. Decide which records retain their earlier commercial basis, which drafts are recalculated and which require review. The correct policy depends on your selling terms and operating process, so it should be agreed before implementation.

Distinguish a draft from an issued offer

A draft selection may simply need the current price when reopened. An issued offer may need to retain its amount and validity information. An accepted order may require a controlled change process. Showing the same screen for all three states can conceal these differences.

Record the catalogue and price basis used for each relevant revision. A date alone may not identify the correct rules if different dealers or markets use separate price lists.

Test a change on a real commercial boundary

Prepare two quotations before a price-list update: one draft and one issued. Apply the new list, then reopen both. Ask the operator to explain the amount displayed and the action needed before sending or accepting it.

Now add an accessory. The system should follow the agreed policy for the revised offer rather than mixing an unexplained old base price with new option amounts. Retain the earlier document so both parties can understand the change.

Include dealer and customer responsibilities

A dealer may have negotiated terms different from a public price. Specify how effective dates, account permissions and approval apply to those terms. Ask who can override an amount and what evidence is retained when that happens.

Your legal and commercial advisers should determine the treatment of issued offers and accepted orders. The software project must implement the approved policy; a general claim of automatic pricing does not settle contractual validity.

Specify the Configurix repricing journey

For a Configurix pricing engine, bring a current price list, an issued offer and an example of a later amendment. Agree what the buyer and salesperson see at each step. Confirm that custom documents and receiving records refer to the same revised specification.

Should every saved project keep its original price forever?

Not necessarily. Establish a deliberate policy for drafts, issued offers and accepted orders. The important requirement is that the displayed result and next action are understandable.

Is keeping the old PDF enough?

It preserves the document, but the application also needs to identify which configuration and commercial revision it represents. Otherwise staff may combine the old document with a changed product.