If you send a quote to a customer, it creates a version, so if you have sent multiple quotes, you can see what the previous versions of the quote were before sending it.
Quote Builder Element
- When we send an email, the system saves the current status of the quote as a version
- The versions are then visible, if multiple clients are assigned to the quote, the versions are displayed separately per client
- The current version is always open
- Above the current version, previous versions can be seen in chronological order with date and time stamps
- Clicking on a previous version will show the current status of products sent in that version and deadlines at that time
- The data of previous versions cannot be modified or deleted
- Previous versions take into account the working hours management setting configured in the quote builder element