Versions and revisions

Change a quote after it has gone out without ever altering the copy the customer is holding.

Updated 10 November 2026

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Why: A quote in a customer's inbox is a statement of price and changing it in place leaves two copies that disagree.
How: Edit the quote and choose save: the dialog says which of the two it will be before you confirm.

Which one an edit becomes

The edit changes	Result
A line's description, quantity, unit, price, discount, VAT band or lead time	A new version
The lines themselves, the currency, the terms, the validity date or the customer	A new version
An internal note, the contact or a display setting	A revision on the same quote

A draft has not gone out, so it edits live and neither applies.

A new version

The quote the customer received stays exactly as it was and is marked Superseded. Your changes go onto a new quote with the next version number and its own quote number, in draft. You can add why the quote changed and both quotes record the other in their history.

New version on a quote carries the current lines forward unchanged, when you want to revise deliberately.
A superseded quote cannot be sent, accepted or declined: the customer's link says it was replaced.
An accepted or declined quote is locked. Issue a new version to change it.

A revision

A revision is a checkpoint of the lines and details, with an optional note. Revision history lists them, starting from the original. Revert restores one. The revert is itself recorded as a new revision, so you can still move forward again.

Orders use the same revision history. An order has no versions.

History

Every quote and order keeps a History: when it was created, sent, first opened at the link, downloaded, decided and turned into an order. It also keeps every price change with its source. Filter it by Money, Customer or System. Add a note records something that happened off the screen.

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