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Everything you need to know about using Laureo

Help Center

Overview
Quotes ListCreating a QuoteSharing & PDFInteractive Quote PageVersions & Revisions
Help CenterQuotesVersions & Revisions

Versions & Revisions

Revise a quote without losing the original — the revision chain and audit trail

Why revise instead of edit

A sent quote is a record; a revision preserves it.

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.

The revision chain

Each revision links back to the one it came from.

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.

Related Articles

Quotes ListCreating a QuoteThe Interactive Quote Page
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The Interactive Quote Page