1
Open a document in the editor
Open an existing document inside the QuoteCloud document editor to access the version history controls.
Viewing Document Version History
This guide shows you how to access and review the version history of your QuoteCloud documents, including the ability to copy earlier versions.
Viewing Document Version History and Controls
Learn how to review document version history, switch between revisions, and create copies from previous document revisions inside the QuoteCloud document editor.
Steps to view document version history
2
Open Document History
In the right-side editor toolbar, click the Document History icon to view all document versions and revisions.
3
Review the Document History panel
The Document History panel displays a chronological list of all document versions, revisions, and saved updates.
4
Switch between All and Revisions
Use the All and Revisions tabs within the Document History panel to filter the displayed version history entries.
5
Select a document revision
Click a revision entry from the history list to open and preview a previous version of the document.
6
Review older document versions
When viewing a previous revision, the document editor will display the historical version content and formatting from that specific revision.
7
Return to the latest revision
Click the latest document revision from the history panel to return to the most recently updated version of the document.
8
Review document title changes
Different revisions may display different document titles and content depending on the changes made during each saved revision.
9
Copy a previous revision
To create a new document from a previous revision, click the Copy option beside the selected revision entry.
10
Generate a copied document
QuoteCloud will create a new document based on the selected revision and automatically append Copy to the document title.
11
Open the copied document
After the copy process completes, the newly created document opens automatically in the document editor for continued editing or management.
Frequently Asked Questions
What is document version history in QuoteCloud?
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.
How do I view a document's version history in QuoteCloud?
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.
Can I preview or review differences before copying an earlier version?
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.
How do I copy or restore an earlier version of a document?
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.
Will copying an old version delete later versions or affect version history?
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.
Who can view or copy document versions in QuoteCloud?
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.
How does version history help with compliance, audits, and quality control?
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.
What should I do if I can’t find a document or its version history on my dashboard?
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.