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May 15, 2019
Question

Can anyone tell me when i send a quote to client then amend some changes from the original quote is there anyway of finding my original quote ie: sent quotes etc ?

  • May 15, 2019
  • 1 reply
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1 reply

May 15, 2019

The Audit Log report is one of the options to find the original Quote, carlhansen4817. 

 

Let me show you how:

  1. Select the Gear icon at the upper-right corner.
  2. Choose Audit Log under the Tools section. 
  3. Click the drop-down arrow beside Filter and choose the User and the Date range
  4. Under Events, select Show only these events and mark a check on the Transactions box. 
  5. Then, click Apply
  6. You'll see statuses such as edited, emailed or added, under the EVENT column.
  7. Click the hyperlink to open the original Quote

The customer's Transaction List is the other option to look into the original Quote.

 

I'll be around if you need further help. Have a good day!