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, 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.

Sales Quote and Sales Proposal Software - View Version History of a Sales Quote - illustration 1

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

Sales Quote and Sales Proposal Software - View Version History of a Sales Quote - illustration 2

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.

Sales Quote and Sales Proposal Software - View Version History of a Sales Quote - illustration 3

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

Sales Quote and Sales Proposal Software - View Version History of a Sales Quote - illustration 4

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.

Sales Quote and Sales Proposal Software - View Version History of a Sales Quote - illustration 5

Related User Guide Topics

Bulk update Sales Quote Status to Lost

11 Mar 2021

With so many deals, Sales team are time poor that’s why QuoteCloud makes it easy to edit deals in bulk. Giving you more time to close that next deal.

Bulk Delete Sales Quotes

11 Mar 2021

Sales teams need to focus on the next deal not get hung up on the losses. That’s why QuoteCloud allows users to quickly clean up all their old documents and focus on the new.

Revising a sent Sales Quote

28 Nov 2019

There will be occasions when your customer provides feedback on your sales quote and you need to modify the sales quote and resend it

Customer Address Book

30 Oct 2019

If QuoteCloud recognises a customer name or email address new sales quotes, the software can automatically complete customer details.