Copying Quotes and Creating Quote Versions
To copy a quote that contains most of the relevant information to create a new quote based on the current one or a version, select the Items sub tab and choose the Copy button. You can choose between copying the header only or copying the header and the item lines below.
You may also choose between copying the information to a new quotation number, making a complete new entity, or using the existing quotation number to create the next version. The advantage of creating a new version comes from the simple tracking method contained within the window. The Versions sub tab tracks the number, date, and status of the quote version.
The Versions Tab
If you have copied a quote, the version history is contained in the Versions sub tab. Versions are listed from last to first. The last updated date is shown for each quote. The source quote number and the version number are shown. By drilling down on each line entry, you can see the detail of that version. This is often a useful feature when a customer has subtle changes to a quote, or can show how a quote evolves over time.
