Why versions matter
You’ve always been able to edit a Quote after sending it to a customer, but previously, going back to an earlier version wasn’t possible if the customer changed their mind – awkward! The new Quote Versions feature fixes that by automatically saving different versions for easy recovery.
When are versions created?
A new version will get created whenever:
- You edit a Quote and take it offline (changing the status from ‘Sent’ to ‘Editing’).
- There’s a conflict, like when two people edit and save the same Quote at the same time.
- You restore a past version.
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How to find past versions
Under ‘All Activity’, look for the ‘Versions’ button in the top right corner. It’ll show up only when versions have been created.
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Comparing versions
You can see what’s changed at a glance with ‘Highlights’, which compare your current Quote (‘Now’) to any past version.
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Toggle between them to spot the differences in detail.
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Copy or Restore
With past versions you can:
- Copy it to a new Quote, which is great for keeping your customer’s current Quote intact.
- Restore the past version and replace the current (‘Now’) version.
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With Quote Versions, you can now confidently make changes knowing you can easily recover any modifications.
Jump in and give it a try! We’re here if you have any questions.