---
sourceDocument: Xanadu Sales Customer Relationship Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/xanadu/order-management

 Release :

    - xanadu

ft:locale :

    - en-US

ft:publication_title :

    - Xanadu Sales Customer Relationship Management

ft:clusterId :

    - omgmt

bundleId :

    - omgmt

workflow :

    - Customer and Industry


---

# Create quote versions

# Create quote versions {#ariaid-title1}

* Release version: Xanadu
* 
* Updated August 1, 2024
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Use the Revisions tab to create and view the versions of your quote.

## Before you begin

Role required: sales_agent

## About this task

The Revisions tab shows all the versions of a quote. Version numbers are sequential. If the quote is active, the Active field is selected.

## Procedure

1. In the CSM Configurable Workspace, select the List ![]() view.
2. Select QuotesAll.
3. Select the quote that you're working with.
4. Select the Revisions tab.
5. Select the More Actions![]() icon and select Create new version.  
   A new version of the quote is created. Select the quote in the message to open the new version. The Active option, if selected indicates the Active version of the quote. Use the Revisions tab to view a list of all the current quote versions. quote in the message to open the new version. Version numbers are sequential.
6. Return to the Quote list view and refresh the view to see the latest version created.
7. Select the Active option as a reminder of the active quote.