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View Version History of a Sales Quote

Introduction

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 revise any historical 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, that it is not possible to revise a sales quote if it is in a status of Accepted, Lost, Paid, Partially Signed, or Signed & Accepted. In these cases, you can only make a copy the sales quote.

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After selecting the Revise Last Version option, you will be prompted with a confirmation prompt; click on the button Yes, create It!

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Click on the Open button to start editing your new revision.

View the Version History of a Sales Quote

To view all the versions of a particular sales quote, click on the drop-down action menu on your Sales Quote Dashboard and select the option Versions.

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You will now see all the versions of your sales quote, as shown below.

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You can choose to view, copy or revise any version listed for a sales quote by clicking on the Options menu on the right of the sales quote version, as shown below.

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