Leads & sales

Revise a quotation without losing history

Keep the earlier offer separate from the new proposal.

Where to go

Quote detail → revision action

Step by step

Open the quotation and confirm which version the buyer received.
Use the revision action when a changed offer needs a new version.
Edit the new revision, save it and review its validity, products and terms.
Confirm the previous version remains in history and send the intended saved revision.

Demo example

Demo: Q-2001 V1 remains available while a changed offer is prepared as V2.

Will a revision erase V1?

The revision workflow retains earlier history; verify the intended current version before sharing it.

Reviewed 10 October 2026 · CRM 0.53.1