An option to save different versions of the estimate
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Davi Assaf commented
Critical!!! Very important to have in the Zoho Invoice! All other system versioning the quotes
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Daimond Wong commented
This should be a very basic feature in all system that can generate Quotations.
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Ganesh N commented
Quote versioning is a feature that may clients have been asking for.Lot of development efforts are saved if provided.i request Zoho to provide this feature ASAP
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Pilot M Kafwihi commented
but of couse...growing needs, things never ever thought of shall mushroom. Always.
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Ben Makopiyo commented
zoho honestly still thinks this is not priority?
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Simon Lintern commented
Agreed must have
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James commented
Must have
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Daniel commented
Really need this!
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Laurent commented
What is the status on this one?
Do we really ave to clone each estimate? -
Anonymous commented
Please add quote versioning. This is a huge oversight.
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Anonymous commented
Hello, we Need quote versioning, as is VERY important for us to keep the same quote number, but if that quote is modified ( this happens a lot in our industry, requested by the client) we need to keep the same Quote number and simply add Rev1 - Rev 2 Rev 3.
As it is now I can do 2 things
1.- either I keep editing the same quote (this is to keep the same Autogenerated quote number) then have a custom pick list with options like "rev1" "Rev2" "Rev3." On your quote template, you will have a "Created date " merge tag and next to it a Merge Tag for the "rev"
the problem is that if you revise it, it will show the original created date. AND you also don't have versioning; So if a customer comes back and says we need to go with version 3 out of 7, you don't have it.
so the other approach is to Clone the quote, but this would give me a different number that does not relate to the original. This can be confusing for people who are receiving several several quotes. regarding several projects.
I seen people ask for this feature 5 years ago, other quoting software do this. as well. Come one Zoho it's not too dificult is it? subet of auto numbering PLEAAAASE