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Proposal versions: what the customer sees

A version is the snapshot you share. Send it for review, and create a new one each time the plan changes.

Voyant Support

The proposal page is your workspace. A version is what the customer actually receives.

Versions matter because plans change. The customer asks for a different hotel, you build v2, and v1 stays on record so you can both see what changed.

The Proposal versions panel showing version v1 as Active at 1,076 euros with a Copy review-only link button and a note that the client can suggest changes or decline
Version v1, active and shareable. The note under the heading is important: review-only means the client cannot accept from the link.

The versions table

  • Version is the number, v1, v2 and so on.
  • Status shows which one is Active, meaning the one currently on offer.
  • Total is what that version came to.
  • Valid until is the expiry date. Set one so a quote does not stay live at last season's prices.
  • Updated is when it last changed.

Sending it

Use Send for review to share the version with the customer. Once a version exists, the button becomes Copy review-only link, which you can paste into your own email.

Review-only

The panel says it plainly: the client can suggest changes or decline, but cannot accept yet.

So a review link is for gathering feedback, not for closing. When the customer says yes, you move the deal to Won yourself and raise the booking.

Set a validity date

Click Pick a date under Valid until. Prices move, availability moves, and an open-ended quote is a promise you may not be able to keep.

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