Revise quote in the SAP Proposal Template

Aug 6th, 2022

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How to revise quote in the SAP Proposal Template

4.7 out of 5

11 votes

Welcome back! Scott here with another video, and in this video Im going to be covering quote revisions. Whenever you need to make changes to a quote that has already been sent to a client, there needs to be an easy way for you to duplicate the quote, make the necessary changes and republish the quote. Without a quoting tool this can be very time consuming, especially if youre on version 2, 3, or 6! Quote revisions and having that version history is really important for having context and a bit of a story for that business relationship. Quoter makes quote revisions very easy. You can manage this in a couple clicks, lets get into the app and see what that looks like. I am signed in as a salesperson here, and looking at the quote history, you can see im on version number 5 for quote number 2003, and every time that theres a new version or revision made on a quote its denoted by this decimal point here. Now, depending on the quote volume thats being se

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