Quotes·Updated Aug 2026

Quote Versions

Revise a quote without losing what you sent before

Scope changes, clients haggle, and quotes get revised. Teamsmith keeps every version. When you edit a finalised quote, it creates a new version rather than overwriting the old one; the client always sees the latest, and you keep the paper trail of what was offered when.

Revising a quote

Open the finalised quote and edit it; Teamsmith saves a new version, and you resend the update to the client. Earlier versions stay on the quote's history for reference.

Editing a quote into a new version on the web
Editing rolls the quote to a new version

Open the finalised quote and edit it from your phone, with the same versioning, so a change made on site still keeps the full history.

Editing a quote into a new version in the mobile app
Revise on site, history intact

Why versions matter

When there's a disagreement about what was included, the version history is your record of exactly what changed and when.