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Documentation Index

Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt

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Qwoty automatically tracks every change made to a quote, creating a complete audit trail. Each time you publish a quote or make significant modifications, the system creates a new version, allowing you to compare changes and restore previous states.

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What is version control

Version control preserves the state of a quote at specific points in time. When you update pricing, add products, or modify terms on a published quote, Qwoty saves the previous version before applying changes. Key features:
  • Automatic versioning — new versions are created when you republish a quote
  • Change tracking — every modification is logged with timestamp and user
  • Version comparison — side-by-side view of what changed between versions
  • Restoration — ability to revert to a previous version if needed
  • Client visibility — customers see only the current published version in the Dealroom

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How versioning works

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Version numbering

Qwoty uses a semantic versioning approach to track quote iterations:
Version typeFormatWhen createdExample
Major versionX.0First publish or significant change1.0, 2.0
Minor versionX.YRepublish with updates1.1, 1.2
Draft stateNot versionedAny edit before publish—
Only published quotes receive version numbers. Draft changes are tracked in the activity log but don’t create a new version until you publish.

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Change history

The activity log records all modifications made to a quote, regardless of version status. Each entry includes:
  • User — who made the change
  • Timestamp — when the change occurred
  • Action — what was modified (e.g., “Updated line item,” “Changed discount”)
  • Details — specific values before and after

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What gets tracked

  • Line item additions, removals, and edits
  • Price and discount changes
  • Quote settings and metadata
  • Status transitions
  • Approval decisions
  • Customer interactions in the Dealroom
  • Signature events

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Version comparison

You can compare any two versions to identify exactly what changed:
1

Access version history

Open the quote and navigate to [MENU PATH].
2

Select versions to compare

Choose two versions from the list. The comparison highlights differences in pricing, products, and terms.
3

Review changes

Modified fields appear highlighted. Additions show in green, removals in red, and changes show both old and new values.
Use version comparison during negotiations to show clients exactly what changed based on their feedback.

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Restoring previous versions

If you need to revert to an earlier version:
  1. Open the quote version history
  2. Select the version you want to restore
  3. Click [BUTTON LABEL]
  4. Qwoty creates a new draft with the content from that version
  5. Review and publish to make it the active version
Restoring doesn’t delete newer versions—it creates a new version based on the old content. The complete history remains intact.

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Version visibility in Dealroom

Customers in the Dealroom always see only the most recently published version. Previous versions are visible only to internal users with appropriate permissions. When you publish a new version:
  • The Dealroom updates automatically
  • Customers receive a notification of the changes (if enabled)
  • Previous versions move to the archived state
  • Comments and activity from earlier versions remain accessible

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Common questions

No. Qwoty maintains a complete audit trail for compliance and traceability. All versions are permanently retained, though only users with appropriate permissions can view historical versions.
When you clone a quote, the new quote starts fresh at version 1.0 (after first publish). The version history from the original quote is not copied, though the activity log notes the source quote.
Draft changes appear in the activity log but don’t create a numbered version. A version is only created when you publish the quote.
No. Version comparison works only within a single quote. To compare different quotes, you need to review them separately.
Version history is retained for the lifetime of the quote and associated Contract. Qwoty does not automatically purge historical versions.

Quote statuses

Learn how status changes are tracked in version history

Approval workflow

Understand how approvals interact with versions

Dealroom overview

See how customers view published quote versions

Audit and compliance

Learn about system-wide audit logging