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DocsVersions & Revisions
Revise a quote without losing the original — the revision chain and audit trail
Once a quote has been sent, editing it in place would rewrite history — the customer might be looking at the figures you just changed. Instead you revise it: Laureo snapshots the current quote and opens a new revision you can change freely. The original is kept intact, so you always have a record of exactly what the customer saw.
Revisions form a chain — Rev 2 points at Rev 1, Rev 3 at Rev 2 — so you can trace how a deal evolved. The list shows the current revision number on each quote, and the detail page links to the earlier revisions in the chain. A rejected quote can be revised to keep the conversation moving without starting from scratch.
Duplicate vs revise
Duplicate creates an independent copy for a different customer or deal — no link to the original. Revise creates the next version of the same quote, with the chain preserved. Use duplicate to reuse a quote as a template; use revise to renegotiate an existing one.