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.
![Versions](https://cdn.prod.website-files.com/5e29a0c20f2d35836e6bc609/663b27254c04add3668fcb55_Versions-All.png)
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.
![Versions All Activity](https://cdn.prod.website-files.com/5e29a0c20f2d35836e6bc609/663b2724fc2b2bba49eba362_Versions-All-Activity.png)
Comparing versions
You can see what’s changed at a glance with ‘Highlights’, which compare your current Quote (‘Now’) to any past version.
![Versions Highlights](https://cdn.prod.website-files.com/5e29a0c20f2d35836e6bc609/663b2724e8a5acd3537220ab_Versions-Highlights.png)
Toggle between them to spot the differences in detail.
![Versions Compare](https://cdn.prod.website-files.com/5e29a0c20f2d35836e6bc609/663b27244c04add3668fcb26_Versions-Compare.png)
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.
![Versions Restore](https://cdn.prod.website-files.com/5e29a0c20f2d35836e6bc609/663b270e4c04add3668fa77d_Versions-Restore.png)
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.