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All CollectionsQuotations ModuleList View
Creating a new version of a quotation from the list view
Creating a new version of a quotation from the list view

Quickly create new versions of your quotations and keep a record of all your previous versions - just in case you need them later!

Updated over 9 months ago

1. Click "Go To"

2. Click "Quotations"

3. Click the plus (+) icon

4. Choose "New Version" or "New Version via pre-Build"

5. This copies across your sections and items, and creates a new version using the same quotation ID.
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The system retains your previous versions so these can be referred to or even reinstated

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