Revisions
Publishing, restoring and approval all happen on a revision of the quote. The activity log records who did each of those, and when.
How revisions work
A quote is the record for one customer request, and it keeps a history of revisions. A revision is a saved version of the quote's items, prices and totals, numbered after the quote, for example TANG123-1, TANG123-2.
Draft and published: you work on a draft, shown as Unpublished. When you Publish it, it becomes a fixed record of what you issued, shown as Published. Once a newer revision is published, the older one shows as Superseded.
Editing after publishing: a published revision can't be changed. As soon as you edit one, Tangible creates a new draft with an incremented revision number, and applies your change there.
Revisions panel: lists every revision, newest first, with its created date and either its published date or Not published. The revision you have open is marked Currently Viewing.
Older revisions: click View to open a read-only snapshot of a previous revision.
Going back: while viewing an older published revision, choose Restore. Tangible creates a new draft with that revision's line items, prices and currency, and keeps the existing revisions. Restore is unavailable while there is an unpublished draft, so publish or discard that first.
Throwing away a draft: choose Discard on the current draft to delete it permanently and return to the last published revision. Discard is only offered when an earlier published revision exists.
Renaming: rename any revision to keep track of it. This doesn't create a new revision or change any prices.
Approval: if the Quote Approval Flow is turned on in Settings, Publish is replaced by a review process. The creator chooses Request review in Revisions. The approver checks the quote and chooses Approve, which publishes the revision, or Request Changes, writes a note and chooses Submit. The creator then makes the corrections and chooses Re-request review.
Approval statuses: Pending Review means the revision is waiting for an approver. Changes Requested means it was sent back, and the approver's notes, name and the time are shown on the quote. Approved means it is approved and published.
PDF: Download PDF gives the revision you are currently viewing. With approval on, it is only available once that revision is approved.
Activity Log: in the quote's actions menu, it records who published, restored, discarded, renamed or reviewed a revision, and when.
How do I see who changed a quote and when?
- Open the quote's actions menu and choose Activity Log.
- Each entry shows its number, the date and time, the account that made the change, and the action. It records revision events: publishing, restoring, discarding and renaming revisions, and each review step.
See also: How revisions work