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 using those two tabs
