Keep Track of the life of a Quote
Quote Revision history is now at your fingertips. With the click of a button, you can now view the original quote you sent, as well as the subsequent versions you created, meaning you won’t lose track of a quote again!
- No more screenshots or PDF copies of quotes cluttering your desktop
- You can easily refer back to previous versions and answer client questions
- Easily track what you’ve already offered clients — and what upsell opportunities you haven’t explored yet
To check out Quote Revision History, simply:
- Find a Quote on an existing Job or Head to the Quotes Report
- Click on a quote’s name
- Click the 'Revision History' button on the right-hand menu
Finding Quote History in Orders
To find quote history in a booked order, follow similar steps as above.
- Find an order on a job
- Use the 'Revision History' button
- Toggle the history between Order and Quote Revisions