> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Versions and history

> Understand how Qwoty tracks quote changes and maintains version history

{/* AUDIT NOTE: Version history UI not found in tested account. Conceptual content and Mermaid diagram are well-structured. TODOs for menu path and restore button label remain pending verification on an account with published quote versions. */}

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.

## 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

## How versioning works

```mermaid theme={null}
sequenceDiagram
    participant SR as Sales Rep
    participant Q as Quote
    participant DL as Dealroom
    participant C as Customer

    SR->>Q: Create quote (v1.0)
    Q->>Q: Status: Draft
    SR->>Q: Publish
    Q->>DL: v1.0 visible
    DL->>C: Customer views v1.0
    C->>SR: Request changes
    SR->>Q: Edit (creates draft)
    Q->>Q: Status: Draft
    SR->>Q: Publish changes
    Q->>Q: Save as v1.1
    Q->>DL: v1.1 visible (v1.0 archived)
    DL->>C: Customer sees v1.1
```

## Version numbering

Qwoty uses a semantic versioning approach to track quote iterations:

| Version type  | Format        | When created                        | Example      |
| ------------- | ------------- | ----------------------------------- | ------------ |
| Major version | `X.0`         | First publish or significant change | `1.0`, `2.0` |
| Minor version | `X.Y`         | Republish with updates              | `1.1`, `1.2` |
| Draft state   | Not versioned | Any edit before publish             | —            |

<Note>
  Only published quotes receive version numbers. Draft changes are tracked in the activity log but don't create a new version until you publish.
</Note>

## 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

### 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

## Version comparison

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

<Steps>
  <Step title="Access version history">
    Open the quote and navigate to **\[MENU PATH]**. {/* TODO: verify menu path to version history */}
  </Step>

  <Step title="Select versions to compare">
    Choose two versions from the list. The comparison highlights differences in pricing, products, and terms.
  </Step>

  <Step title="Review changes">
    Modified fields appear highlighted. Additions show in green, removals in red, and changes show both old and new values.
  </Step>
</Steps>

<Tip>
  Use version comparison during negotiations to show clients exactly what changed based on their feedback.
</Tip>

## 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]** {/* TODO: verify restore/revert button label */}
4. Qwoty creates a new draft with the content from that version
5. Review and publish to make it the active version

<Warning>
  Restoring doesn't delete newer versions—it creates a new version based on the old content. The complete history remains intact.
</Warning>

## 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

## Common questions

<AccordionGroup>
  <Accordion title="Can I delete a version from history?">
    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.
  </Accordion>

  <Accordion title="What happens to version history when a quote is cloned?">
    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.
  </Accordion>

  <Accordion title="Do draft changes show in version history?">
    Draft changes appear in the activity log but don't create a numbered version. A version is only created when you publish the quote.
  </Accordion>

  <Accordion title="Can I compare versions across different quotes?">
    No. Version comparison works only within a single quote. To compare different quotes, you need to review them separately.
  </Accordion>

  <Accordion title="How long is version history retained?">
    Version history is retained for the lifetime of the quote and associated Contract. Qwoty does not automatically purge historical versions.
  </Accordion>
</AccordionGroup>

## Related

<CardGroup cols={2}>
  <Card title="Quote statuses" icon="circle-half-stroke" href="/user-guide/quotes/reference/lifecycle">
    Learn how status changes are tracked in version history
  </Card>

  <Card title="Approval workflow" icon="signature" href="/user-guide/quotes/how-tos/submit-for-approval">
    Understand how approvals interact with versions
  </Card>

  <Card title="Dealroom overview" icon="handshake" href="/user-guide/dealroom/introduction">
    See how customers view published quote versions
  </Card>

  <Card title="Audit and compliance" icon="shield-check" href="/user-guide/quotes/reference/versions-and-history">
    Learn about system-wide audit logging
  </Card>
</CardGroup>