Viewing Document Version History

Document version history in QuoteCloud is a chronological record of a document's saved revisions that lets you review past edits and recover or reuse earlier content. It’s a key feature in QuoteCloud’s sales quoting software and sales proposal software workflows to keep track of changes and protect approved wording or pricing.

Open the document from your Document Dashboard and choose the document’s version history option (typically found in the document menu or toolbar). The version history view lists previously saved versions so you can open and inspect them without changing the live document.

Yes. QuoteCloud lets you preview previous versions so you can confirm content and review differences before creating a copy. Previewing helps you avoid restoring or copying the wrong version and protects live proposals and quotes from accidental overwrites.

From the version history list, select the earlier version you want and use the copy or create-new-from-version option to make a new document or draft based on that content. The copied version becomes a separate document or draft while the original version history remains intact.

No. Copying an earlier version does not delete or alter later versions. All previous and subsequent versions remain available in the document’s version history for review or additional copies, so your audit trail and change record are preserved.

Any user who already has access to the document can view its version history and make a copy of previous versions. If you cannot see a document on your Document Dashboard, request the document owner to transfer access using the Hand Over document process described in the user guide.

Version history provides a clear record of what changed and when, enabling teams to reproduce approved language, pricing, and terms. For businesses using QuoteCloud as quote software or proposal software, this audit capability supports compliance, internal approvals, and quality control by making past versions easy to review and restore when needed.

First check your dashboard filters and team or folder sharing settings. If the document still isn’t visible, contact the document owner and ask them to transfer access using the Hand Over process in the user guide. Only users with access can view version history in QuoteCloud’s sales quoting and proposal software.