How to Manage Revisions to Client Quotations
Handle quotation revisions cleanly: version numbers, what changed, and which version the customer approved.
Never overwrite
Save each revision as a new version — R1, R2, R3 — and keep the earlier ones.
Say what changed
Add a short note on each revision: 'Removed study table, upgraded kitchen shutters to acrylic'.
Count only the latest version
When you total your pipeline, count only the current version of each quote so the same job isn't counted twice.