Create quote versions with the Revisions tab

  • Release version: Washingtondc
  • Updated February 1, 2024
  • 1 minute to read

    • Use the revisions tab to view all the versions of your quote and to create versions.

    Before you begin

    Role required: sales_agent

    About this task

    You can create revisions of a quote by using the Revisions tab. All the quote versions are listed. The active quote shows a check in the Active check box.

    Procedure

    1. Navigate to the List view Lists tab. and select All Quotes.
    2. Select the quote that you’re working with.
    3. Select the Revisions tab.
    4. Select the More ActionsMore options icon. button and selectCreate new version.
      A new version of the quote is created. Select to quote in the message to open the new version. Versions numbers are sequential. The Active check box is checked for the active quote. See the Revisions tab for a list of all current versions of a quote.
    5. Return to the Quote list window and refresh to see the latest version created.
    6. Select the Active check box as a reminder of the active quote.

    What to do next

    Use the Customer Order tab to start an order from the Quote. See Convert quotes into orders with the Customer Orders tab for more information.