Apply measurement changes to a quote

When measurements change, review the new quantities for every calculated line, see blocking issues and preserved overrides, and apply them before sharing.

Intermediate 6 minSales rep / estimator, Owner / manager· Last checked 2026-10-03

Video tutorial coming soon

The written steps below are complete. Producing the video? Use the video script tab — it follows these steps one for one.

GuideGuide Video scriptScript Test checklistChecklist

Tick each line only when the screen shows exactly what is described. Anything else is a finding: note the step number, what you saw, and the browser you used.

Screens covered: /edit/report/[reportId], /projects/[projectId] · Guide last checked 2026-10-03

0 of 7 ticked · remembered in this browser

Preconditions

A proposal with at least one calculated line
A newly imported or activated snapshot
A proposal priced from an old snapshot, then a new snapshot activated, so the warning is live.

Steps

1. Spot the warningDo: On the job page look at the proposal card.Expect: The card reads "Measurements changed. Refresh quote lines before sharing." and sharing is blocked until resolved.Actual:
2. Open the reviewDo: Click "Open for editing", go to Quote Details and click "Review changes" on the amber card "Project measurements changed. Review calculated items before applying them."Expect: Dialog "Review measurement changes".Actual:
3. Read the three sectionsDo: Read "Line changes" ("Qty a to b and total $…" per item), "Blocking issues" ("Missing tokens: …" when a formula needs a measurement the snapshot lacks) and "Preserved overrides" (quantities you typed by hand, which stay as they are).Expect: Each calculated line is listed exactly once.Actual:
4. ApplyDo: Click "Apply changes".Expect: A "Refresh summary" card reads "Refreshed N calculated line(s)". Totals update. The job card warning disappears.Actual:

Result

Tester

Date

Build / environment (staging URL + git commit)

Browser & device

Notes / findings

Related lessons

Measurements explained: snapshots, active and Quote-Safe

The mental model behind roof measurements: where numbers come from, what a snapshot is, why only one is active, and how measurements reach a quote without silently changing it.

Roof measurementsIntermediate6 min

Pricing methods: automatic vs manual, and quantity formulas

Understand how automatic pricing is computed, when a manual override makes sense, and attach a quantity calculation so a product's quantity comes from roof measurements.

Price list & pricingAdvanced10 min

Quote editor: options, sections and items

Build up to three quote options, add sections and items from your price list, set quantities, rename tabs, inherit items from a parent option and write the description.

Proposals & quotesBeginner10 min

Finished this lesson?