Revisions in Quote Anywhere

This article will cover how to understand and manage revisions in Quote Anywhere.

Once logged into Quote Anywhere, open up any job and click on the "Document" menu item on the left side.


Once the document menu is opened, click on the "Manage Revisions" button on the top right corner.


Within "Manage Revisions," will have a few different options to move forward with.


"Selected" shows you which quote package you're currently working on.

"Mark as Sent" flags the quote package as sent to the customer.

"Rename" allows you to change the quote package name


"Replace" allows you to create a new quote package and add it to the job. On this screen, you can rename the quote, use older revisions as templates or your proposal documents. Once completed, click on "Add" to move forward.


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