Quote Audit Log

All actions related to a quote are recorded to the quote audit log, which is found next to the Attachments tab on the quote editor. Information in the audit log includes when the quote was created and updated, by whom, and the actions taken.

Note: Before you can see any recent actions in the audit log, you must save the opportunity the quote is associated with.

This table describes the columns in the quote audit log.

Quote Audit Log Columns

Column Description
When This column lists the date and time of the actions.
Who This column lists the name of the sales rep who acted on the quote.
What This column lists the actions related to the quote.

Created—The first time a quote is added to the opportunity and the opportunity is saved.

Assigned—The staff member the quote is assigned to.

Edited—The quote is edited and the opportunity is saved.

Forecasted/Unforecasted—The quote Forecast check box is selected or cleared and the opportunity is saved.

Changed Status—The quote status is changed and the opportunity is saved.

Changed Price Schedule—The quote price schedule is changed and the opportunity is saved.

Quote Template Merged/Updated/Deleted—The quote document is merged, edited, re-merged, or deleted and the opportunity is saved.

Quote Sent—The quote has been sent.

Description This column displays more information about the action (for example, the editor used to save or edit the quote or the email address the quote was sent to).