Common revision problems
- Trying to distinguish versions by filenames
- Losing track of the version a client approved
- Missing a change request in a message thread
- Having no clear view of quote status
Quote versions and status history
Manage revisions and know which quote was approved
Create a new revision after a client requests changes while keeping the previous quote version on record. Follow draft, sent, viewed, approved, revision requested, and rejected states in one place. The approved version stays recorded while further changes are prepared as a new revision.
What you can do
- Copy a quote or create a new revision
- Review status and client response history
- Keep the approved version on record
- Check line items and prices in each revision
- Preview and download the PDF
How it works
Build your quote in three steps
Build the first version
Prepare and review the quote's customer details and line items.
Review the response
See client approval or a revision request in the quote's status history.
Create a revision
Update the new version while retaining the approved prior version.
AI assists. You stay in control.
PaydaAI helps reduce repetitive work with catalogs and editable AI-assisted drafts. Product choice, technical validation, quantities, pricing, and final approval remain with your business.
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Frequently asked questions
Can I edit an approved quote?+
The approved version remains on record. If changes are needed, create a new revision and present that version to the client.
Can clients ask for changes online?+
Yes. They can request a revision from the shared quote link, and the request is reflected in the quote status.
Do I need to start every revision from scratch?+
No. You can copy an existing quote or create a new revision.