Give one customer two clear offers, even when the properties, opportunities or selling brands differ. Their existing quote links open a comparison of each offer’s property, retailer, system, total price, deposit, payment summary and included items. They can open either full quote before choosing.
Quote comparisons include sent or viewed estimates and signable agreements. Each offer keeps its own acceptance or signature flow. Linking never signs an agreement or charges a deposit.
Link the estimates
Send both quotes
Create and send two offers for the same customer record. They may be estimates or agreements for different properties, opportunities or selling brands. Each offer needs a current customer link. See Create and send a quote. Open the comparison action
In Quotes, open the three-dot menu on either sent quote. Select Compare with another estimate. Choose the second estimate
Review the other quotes sent to this customer. Select an available offer and click Link estimates. ArcSolar shows each quote’s reference, document type, property, retailer, sent date and total. Quotes that cannot currently be selected remain visible with a reason.
What the customer sees
On a desktop, the customer sees both options side by side. On a phone, they switch between Option A and Option B. Each option shows its property, retailer, document type, system, total after rebates, deposit, payment summary and included items. The review button opens that full estimate or agreement.
Reviewing an option does not accept it. The customer accepts an estimate or signs an agreement on that offer’s full page. Once they choose one, it returns to the normal single-offer portal. The other option cannot be accepted; its link directs them to the chosen offer while that link remains valid. Signing an agreement selects it even if its separate deposit is still pending.
Change or remove a comparison
Before acceptance or signature, open Compare with another estimate on either quote row and select Remove comparison. Both offers then open separately again. You can link a different available pair afterwards.
Revising an estimate or marking it Lost ends its active comparison. Send and check the current offer before linking again. Comparison history remains in the workspace; linking does not delete or silently mark either estimate Lost.
If an estimate is missing from the list
Check that both offers belong to the same customer and have been sent. An accepted, archived, already-linked or already-signed offer is unavailable. Both customer links must still be valid, and each quote needs its own sales opportunity. If the second offer is a draft, send it first. If a revision ended an earlier comparison, return after the current revision has been sent.
For the normal single-estimate experience, see Understand the customer’s quote view.
ArgonixIntelligence in this workflow
Use call or customer context to explain the differences, but review both issued offers yourself. Intelligence does not link estimates, choose for the customer or confirm acceptance or payment. 
