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Documentation Index

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Overview

The Comparison View lets you see exactly what changed between a source document and the current request, without leaving Flow. When active, the product cart and summary panel switch to a read-only diff mode that highlights every difference at both the row level and the individual field level. Flow supports Comparison View for two scenarios: quote conversions and order adjustments.
Comparison View must be configured for your integration before it appears in Flow. Reach out to your Engagement Manager or set it up under Company Settings → Integrations to enable it.

Use cases

Quote conversions

When a customer sends a purchase order in response to a quote you previously sent:
  • Flow view (normal mode) — shows the incoming order. This is what you are confirming.
  • Comparison View — shows the original quote for reference. Differences between the quote and the order are highlighted.
Use this to quickly spot lines the customer didn’t order, quantities they changed, or prices that deviate from what was quoted.

Order adjustments

When a customer sends an amended or updated purchase order:
  • Flow view (normal mode) — shows the current document you are reviewing and confirming.
  • Comparison View — shows the original order the customer is amending. Differences are highlighted so you can see exactly what was changed.

How to open Comparison View

When Comparison View is configured and the request has a linked source document, a yellow banner appears at the top of the product cart:
“N changes detected from quote: 2 rows added, 1 field modified”
Click View Changes (eye icon) in the banner to activate the diff overlay. Click Hide Changes to return to the normal view. You can also toggle Comparison View using the eye icon in the Summary panel header. If there are no differences between the source and the current order, the banner shows in green:
“There are no changes between the order and quote”

Reading the diff

Row-level differences

IndicatorMeaning
Yellow background + yellow borderThis row exists in both the source and the order, but has at least one field-level change.
Yellow + diagonal stripe patternThis row is in the order but was not in the source (e.g. a product the customer added that wasn’t on the quote).
Yellow row appended at the bottomThis row was in the source but is not in the order (e.g. a quoted product the customer didn’t order). These “ghost rows” are shown for reference only.

Field-level differences

Individual fields that differ from the source are highlighted with a yellow background and yellow outline. The value shown in the highlighted field is the source value (from the quote or original order) — not the current value — so you can see at a glance what changed.

Summary panel

When Comparison View is active, fields in the Summary that differ from the source are also highlighted yellow. If a field existed in the source but is empty in the order, it appears faded with a diagonal stripe. The Summary panel header shows a yellow badge with the number of modified fields.

Behaviour while in Comparison View

  • The entire product cart and Summary become read-only. No edits can be made while viewing the diff.
  • Rows and summary groups that contain changes are automatically expanded so you can see them immediately.
  • The diff reloads automatically if Copilot tiles are updated during your review.

What’s next