QuoteCloud will retain each version of a Sales Quote, this version history can be viewed from your Sales Quote Dashboard. When viewing the version history of a Sales Quote, you have the ability to make a revision of any historic version to send to a customer, or make a copy of any historic version of a sales quote to send to another customer (useful if you find yourself needing to create a similar quote for another customer).
How is a new version of a sales quote created? Each time you revise a sales quote, QuoteCloud will create a new version.
Revising the last version of a Sales Quote
To revise a sales quote click on the drop down action menu for the sales quote you want to revise, (as shown below). Please note, it is not possible to revise a sales quote if it is in a status of "Accepted", "Lost", "Paid", "Partially Signed" or "Signed and Accepted"; in these cases you can only make a copy the sales quote.