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Create a quote revision

Use revisions to make tweaks to your quotes and track changes. If you’re looking to create a similar quote for a new customer, take a look at our article on Cloning Quotes

Note that revisions can only be made once a proposal has been marked as sent.

Navigate to any sent quote and click the “Revision 1” dropdown in the upper right corner of the screen. Then choose which quote version to base the revision on and click “Create New Revision”.

At any time it is possible to go back and look at your previous revisions by clicking the dropdown and selecting previous versions.

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