Features

Quote versioning

Complete history of every quote with an audit trail.

Automatic historyNothing overwrittenFull audit trail

Versions (3)

Oak kitchen · Niall Fahy Joinery
v3CurrentSent
15 Sep
v2Rejected

“The price is above what we discussed”

10 Sep
v1Superseded
3 Sep

What changed · v2 → v3

−R 5,160

Drawer runners

Blum Tandembox → standard soft-close

−R 4,560

Brass handles

Removed · client supplies

−R 600

Solid oak fronts

No changes

R 31,680

Never lose the previous version

v1, v2, v3 with date, status and rejection reason. All on the same quote.

Shows what changed

Item by item: what went down, what went out, what stayed. The client sees the difference, not a new PDF.

The same link

The client opens the usual link and sees the current version, with a revision notice.

01

How it works

Every time you edit and save a quote, Prummo automatically creates a new version. Nothing is overwritten or lost, so you always know what changed and when.

Oak kitchen

Sophie Reilly · PRM-2026-0058 · v2

Rejected

Client reason

“I liked it, but the price is above what we discussed. Could the drawers be adjusted?”

Create new version (v3)
View v1 · v2

v2 stays saved with the date, the reason and the PDF that was sent.

Revised quote (v3)

Replaces the version sent on 10 Sep. The old link opens this one.

Niall Fahy Joinery

Oak kitchen

R 76,920R 82,080

Drawers with standard runners instead of Blum · fronts kept in solid oak.

Accept quote

02

Why it matters

Customers renegotiate. Scope changes. Having a full audit trail means you can always show what was agreed at each stage, protecting both you and your customer if there's ever a dispute.

Client asks for a lower priceScope changes halfway throughProving what was agreed

Frequently asked questions

For anything else, message us on WhatsApp.

How many versions can I have of a quote?

There is no limit on the number of versions. Each time you edit and save a quote, a new version is created automatically and previous ones remain accessible in the history.

Can the customer see all versions of the quote?

No. The customer only sees the current version of the quote. The version history is visible only to you, letting you review changes without exposing drafts to the client.

Can I compare two versions of the same quote?

Yes. In the quote history area, you can compare versions side by side and see exactly which items were added, removed, or changed between each revision.

Is the previous version saved even after sending?

Yes. Even after sending a quote to the customer, you can keep editing and each previous state is saved automatically. Useful for renegotiation or dispute situations.

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