Creating a new version of your Quote

How to use versioning to update proposals

JD avatar
Written by JD
Updated over a week ago

In the context of a conversation with a customer, it may be needed to create a new version of a quote. For example, it can be used to improve the offer or take comments into account.

Once a quote is sent to a customer, it can no longer be edited. It is then necessary to create a new version, should updates be needed.

How to create a new version?

  • Display the original proposal

  • Click on the "New version" or the "Lost & New version" button (for cases when you want the original version to no longer be active)

The new quote created this way is a copy of the original and has its own version number as shown with the screenshot below.

Navigation from one version to another can be made easily by using version tabs, as shown in the screenshot below.

Did this answer your question?