Article author
Layne
  • Updated

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

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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 

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