How to revert a quote or mockup
Edit history is non-destructive. Every change creates a version. Revert in one click — and if the revert was wrong, revert again.
Step 1 — Open the quote or mockup
From your client portal, go to Saved Quotes or Saved Mockups. Click the row to open the edit view.
Step 2 — Click Version History
The Version History pill button sits next to Save in the top-right of the edit form. Clicking it slides in a right-side panel showing every version newest-first, with timestamps and a one-line summary of what changed.
Step 3 — Inspect a past version
Click any version row to see a full snapshot of every tracked field at that point in time. Fields that differ from the current live state show a Now: ... marker beneath them, so you can see exactly what changed.
Step 4 — Click Revert
On the version you want to roll back to, click the Revert button in the version row. A confirmation dialog appears.
Step 5 — Confirm
The revert is non-destructive. Here's what happens:
- The current live state is snapshotted as a new history row labelled Reverted to v{N}
- The live record is overwritten with v{N}'s field values
- You now have v1, v2, ..., vN, plus a "Reverted to v{N}" entry
If the revert was a mistake, the previous state is preserved as the latest history row. Click Revert on that row to undo your undo.
Hard rules
Soft-deleted quotes are read-only. Restore from trash first, then revert.
Frequently asked questions
No — current state is preserved as 'Reverted to v{N}' before overwrite.
No — once signed, the PDF is the record of what was agreed and the quote is read-only.
No limit. Nothing auto-deletes.
Related
Last reviewed: April 2026
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