Editing a Quote Without Losing Previous Data

EalSuite Platform Sales
1

Hi everyone,

How can I edit a quote without losing the previous data?

2

You shouldn’t edit the quote directly.

Instead, use the Revise Quote option.

3

Okay. How does that help?

5

The Revise Quote option creates a new version of the quote, while keeping the original version unchanged.

6

So the old data is still saved?

7

Yes :+1:

All earlier versions remain available for reference and audit purposes.

8

That’s exactly what I needed. Thanks!