Revisions and copies

Once a quote is with the customer, changes go into a new revision, so you always know what each version said.

Make a new revision

  1. Open the quote. The Revisions panel lists every revision with its date, status and PDF.
  2. Select New revision. It starts as a copy of the current one.
  3. Change the lines or terms, Save, and send it again.

Look back and compare

  1. Select an earlier revision to read it. It cannot be changed.
  2. Select Compare and choose From and To. ASTRO shows the change in totals, term, trial and each line.
  3. Back to the current revision returns to the editor.

Copy a quote to another deal

  1. On the company's Quotes tab, find the quote and select Copy to new quote.
  2. Choose the open opportunity it is for, and select Create the copy.
  3. The lines, term, trial and terms are copied. Prices come from the current price list.

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