Quote History Tracking

Michael-Young

In our business, a prospect takes a while to land. If we have a deal in the pipeline and a quote that's active, it will almost certainly change over time. We might quote 5-8 different times (or more!) before winning. Sometimes product quantities change, sometime products are added or removed, sometimes pricing changes, etc. Sometimes some people in the buying committee might ask for certain options. so we'll present them too.

 

We need some way to track the changes in different quote rev's so people can understand the history of the prospect - without saving .pdf's separately and/or creating a whole new quote each time. Google Docs allows revisions of documents, restoring old rev's, etc. Perhaps the same kind of idea would be good here for quote versions?

I'm sure I'm not the only one to have this challenge, so it would be a great feature to add!