9. How to Create Quote Revisions

Perhaps your customer got back to you and said they'd like to see the same quote with updated quantities, materials, etc. 

1. To make a new revision of a quote, go to 'Actions' in the outstanding quote. 

2. Select 'Create Revision'. You can now make any changes you want to this new quote. 

3. To see the list of revisions, hit 'View Revisions'. 

Note. Adjustments to quantity requested made from the facilitate order window will persist to the new quote revision.

Note. Revisions of draft quotes will move the original quote into expired. 

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