What the customer sees now vs your latest draft

A banner at the top of the version list stating the exact figure the customer is looking at right now, and whether your edits since then are live.

What it is

The resolution of three different numbers a rep can be looking at — the working draft, the raw materials figure, and what was actually sent. It names the live version and its total, then flags drift: either a newer unsent version, or edits made after the last send that exist in no version row at all.

Also called: are my changes live · did they see the new price · unsent changes

See it
What the customer sees now vs your latest draft
CustomerBuildingAmountStatus
Marlin Hoover30×40 Garage$13,170Paid
Ivy BrubakerHobby Shop$16,780Draft
Delia Yoder40×64 Shop$2,340Sent
Ivy Brubaker30×40 Garage$12,600Paid
Delia Yoder30×40 Garage$2,720Paid
The 'Customer sees now' card at the top of VersionsModal with the amber dashed 'Current draft — unsent changes' block beneath it and the Send-the-update button. Sample data — no customer information appears here.
How it works
  1. 1The live figure is the pinned or newest customer-visible sent version.
  2. 2If a newer version exists but isn't live, the draft total is shown as 'not sent' with a prompt to make it live.
  3. 3If the latest version IS the sent one, the current pricing is applied to that version's own materials and compared — catching edits made on the tab afterwards.
  4. 4When drift is found, a button offers to send the update, naming the version number it will create.
Why we built it

Edits made after a send — a service removed, labour adjusted, markup changed — belonged to no version at all, so nothing on the screen said the customer was still looking at the old number while the builder was looking at a new one. A banner now states the exact figure the customer is seeing right now and whether the edits since then have reached them. It also settles the case that used to be ambiguous: nothing sent yet means the customer cannot see a price.

The problem
  • Edits after a send being invisible to the rep and to the customer
  • No single statement of what the buyer is currently looking at
Sound familiar?
What you get
Always know the exact figure the customer is reading
Unsent edits announce themselves instead of hiding
One button turns the draft into the sent version

See it on your own jobs

Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.

or keep browsing features →