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Quote versioning

It would be great is it was possible to have a version history in quotes that we can return to if needed. We now have to make a copy of a quote if we might need te first version of a quote we made.

Status: In Progress8 comments

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Comments8

  • Pink Jam

    •

    Apr 3

    Undo / redo is great for reverting the last few changes. Quote versioning is better for when you need to make major changes to a quote but want to keep the previous version such as customer revision, pricing updates, removal of options etc.
    It would be great to have both functions.

    • Bram Fofana

      Team•

      Apr 3

      Hi Joel,

      Rest assured we are working on both versioning and reverting last few changes. We are just covering it in the same ticket on our end

  • Wiebe Dijkman

    Team•

    Apr 3

    I’ve merged Undo/Redo and Quote Versioning, since these two tickets address the same need. Depending on where this appears in our software, we will facilitate it in a different way.

  • Plum Grove

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    Apr 3

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    Merged request

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    111 votes

    Add 'undo' and 'redo' feature

    I would like a forward and backward/rewind button.
    Sometimes I accidentally delete something from a quote, with a button like this the workflow would increase big time.

    • Victor Raessen

      Team•

      Mar 10

      **Leon Flikkenschild** (2024-01-30): Sometimes when you make a change you're not happy with the outcome. Currently there is no way to make a change undone. This would be a very useful feature, specifically when editing text in a proposal.
    • Victor Raessen

      Team•

      Mar 10

      **Victor Raessen** (2024-10-22): "Add 'Undo-button'" (suggested by on 2024-01-30), including upvotes (3) and comments (0), was merged into this suggestion.
    • Victor Raessen

      Team•

      Mar 10

      **Coen** (2023-10-25): Even better maybe: after every change save a version so you can do a rollback or a compare
  • Victor Raessen

    Team•

    Mar 10

    **Nick A** (2025-12-10): Please add this, it would be extremely helpful