Quote Versioning and Lifecycle

Quote versioning lets you revise quotes without losing the original. Each version is tracked, creating a complete history of the negotiation.

Create a new version

1. Open a sent or declined quote.
2. Click Create New Version.
3. A copy of the quote is created as a new draft (Version 2, 3, etc.).
4. Make your changes — adjust line items, pricing, or terms.
5. Send the new version.

The previous version is archived but remains accessible for reference.

View version history

1. Open any version of a quote.
2. Click the Version History tab.
3. See all versions with their dates, statuses, and totals.
4. Click any version to view its details.

Lifecycle flow

A typical quote lifecycle:

1. Create → Draft (Version 1)
2. Send → Sent
3. Client requests changes → Create New Version → Draft (Version 2)
4. Send Version 2 → Sent
5. Client accepts → Accepted
6. Convert to project and/or invoice

Best practices

• Always create a new version rather than editing a sent quote. This preserves the audit trail.
• Include a summary of changes in the notes section of each new version.
• Archive declined quotes — they provide useful context for future proposals.

Tip: Version numbers are displayed on the quote document (e.g., "Quote #Q-001 v2") so both you and the client know which version is current.