What is the audit trail and document history in QuoteCloud?

Every QuoteCloud document keeps a chronological record of what happened to it and who did it: when it was created, edited, approved, sent, opened and read, commented on, revised, signed or declined, and paid. Alongside it, version history saves each revision so you can look back at exactly what the document said at any point.

What events are recorded in a document's history?

Creation and edits, status changes, recipients being added, approvals, sends and resends, each time a recipient opens the document and how long they spend reading it, comments and replies, new revisions, signatures (or a decline, with the reason), and payments made through Stripe or PayPal. Each entry shows who did it and the date and time it happened.

How do I view a document's history?

From your Documents list, open the document's actions menu with the ellipsis (...) and choose Document History, or open the document in the editor and select the Document History icon in the right-hand toolbar. The panel lists every event in order, and the All and Revisions tabs let you switch between the full timeline and the saved versions.

Can I compare versions and restore an earlier one?

Yes. Every version is saved automatically. Select an earlier revision to preview it exactly as it was, turn on changes to see what moved between versions, and restore it in a click. Restoring creates a new version rather than overwriting anything, so later versions stay in the history. You can also copy any revision into a brand-new document.

Can I see when a client opened my proposal and how long they read it?

Yes. QuoteCloud tracks when each recipient opens a document and how long they spend reading it, and those views are recorded in the document's history. Real-time notifications tell you the moment a quote is opened, so you can follow up at the right time.

Can anyone edit or delete the audit trail?

No. History entries are recorded automatically as things happen and cannot be edited by users, so the record stays trustworthy. Revising or restoring a document adds new entries instead of changing old ones, and copying an earlier version never deletes later versions.

How does the audit trail relate to eSignatures?

Every signature is part of the audit trail, and once all required signers have signed, the completed document also gets a certificate of authenticity that summarises who signed, how they were verified, when and where. QuoteCloud eSignatures are eIDAS compliant and protected with 256-bit encryption on AWS hosting.

How can I try QuoteCloud's audit trail and history?

Start a free 14-day trial with no credit card required, create a quote, edit it, send it to yourself and open it, then check Document History to see every step recorded. You can also book a demo to see version history and the audit trail on your own documents.

Rewind any document to any moment.

Every edit, send, view, comment, signature and payment is on the record, with every version kept to compare or restore.

Start free 14-day trial Book a demo

No credit card required4.2 on Capterra

Northlight Studio · P-2041Website rebuild proposal Paid

v3 · current Viewed 3 min 12 s

NSNorthlight Studio Website rebuild proposal Prepared for Harbour & Co. · Ella Brooks

Executive summary

Harbour & Co. needs a faster site. We'll rebuild it in eight weeks.

~~Harbour & Co. needs a faster site. We'll rebuild it in eight weeks.~~

Harbour & Co. needs a faster website that turns visitors into bookings. We'll rebuild it in six weeks, with your team involved at every step.

Investment

Discovery & UX$4,000
Design$9,500
Build$14,000
~~Build~~~~$14,000~~
Build · phase 1$8,000
Build · phase 2$6,500

Total$27,500$28,000

EBCan the build be split into two phases?Resolved

Ella BrooksAwaiting signatureSigned 8 Oct, 8:56 am AEDT Deposit paid

Document History

Ella Brooks paid the $8,400 deposit · Wed 8 Oct, 9:03 am

Nothing happens off the record.

History keeps itself. Nobody has to remember to save, log or file a thing.

Recorded as it happens.

Every edit, approval, send, open, comment, signature and payment, with who and when.
Every version kept.

Saved automatically, so you can preview, compare, restore or copy any of them.
Answers in seconds.

Who changed what, which version was signed, and when the client last looked.

Start free 14-day trial Book a demo

The whole story, one panel.

From the first draft to the deposit, in order, with names on it.

Opened, and for how long.

Each view is logged with the time spent, so you know which section did the selling.
Document tracking
See exactly what changed.

Compare versions with every edit marked.
Restore without losing a thing.

Bring back any version as a new one. Nothing is overwritten.
Who did what, and when.

Teammates, approvers and clients, every action under their own name.
Collaboration
Signed, paid and on the record.

Signatures, declines and payments land in the same history, with a certificate of authenticity on every completed document.
Digital signature certificate

Stop guessing. Check the history.

The questions that used to mean digging through inboxes, answered from the document itself.

Did they open it?: Without a history: Send a "just checking in" email; With QuoteCloud: Tue 9:31 am, on iPhone, for 6 min 40 s
Who changed the price?: Without a history: Ask around the team; With QuoteCloud: Priya Nair, in version 3
Which version did they sign?: Without a history: Compare attachments by hand; With QuoteCloud: Version 3, signed 8:56:21 am AEDT
What did the first draft say?: Without a history: Hope someone kept a copy; With QuoteCloud: Preview v1, or restore it in a click
Has the deposit come in?: Without a history: Wait for the bank feed; With QuoteCloud: Paid $8,400 by card at 9:03 am

Disclaimer: Parties other than QuoteCloud may offer products, services, recommendations, or opinions on QuoteCloud's platform ("Third Party Materials"). QuoteCloud does not undertake the examination or evaluation of such Third Party Materials and does not provide any warranties concerning them. Links to Third Party Materials are provided for convenience and do not imply an endorsement by QuoteCloud. Stripe is a trademark of Stripe, Inc. PayPal is a trademark of PayPal, Inc. Document details shown on this page are illustrative sample data.

Rewind any document to any moment.

Nothing happens off the record.

Recorded as it happens.

Every version kept.

Answers in seconds.

The whole story, one panel.

Opened, and for how long.

See exactly what changed.

Restore without losing a thing.

Who did what, and when.

Signed, paid and on the record.

Stop guessing. Check the history.

Rated, secure and in business since 2013.

Questions, answered

Every deal, with its whole story.

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Rewind any document to any moment.

Recorded as it happens.

Every version kept.

Answers in seconds.

Opened, and for how long.

See exactly what changed.

Restore without losing a thing.

Who did what, and when.

Signed, paid and on the record.

Rated, secure and in business since 2013.

Questions, answered

What is the audit trail and document history in QuoteCloud?+

What events are recorded in a document's history?+

How do I view a document's history?+

Can I compare versions and restore an earlier one?+

Can I see when a client opened my proposal and how long they read it?+

Can anyone edit or delete the audit trail?+

How does the audit trail relate to eSignatures?+

How can I try QuoteCloud's audit trail and history?+

Every deal, with its whole story.