Overview:
This article will help customers edit active quotes without generating new quote IDs through version-based revisioning in Xvantage. This functionality allows users to update products, pricing, and quantities while maintaining a complete revision history. Each change is tracked through automatic version control and notifications, improving flexibility, traceability, and overall quote management efficiency.
The option to revise is only visible if the quote is ready to order and available to check out.
Process:
Log in to Xvantage.
Hover over the left navigation menu and click My Business.
Select Quotes.
All quotes will be displayed.
Search for the quote you want to revise using the search bar or available filters.
Click the Quote Name/ID (hyperlink) to open the quote details.
Click Revise. When the Revise button is clicked, customers are taken to revision mode (blue header).
You can make the following changes
Add or remove products
Update product quantities
Edit the quote name
Edit customer name
Revise the quote expiration date
Once all revisions are complete, click Submit.
Once submitted, additional contact information can be added.
Click Confirm and Submit.
Once the quote is created, you will be notified in Xvantage and via email.
The quote will be updated, and a new version will be created automatically as the active quote, while maintaining the full version history.
To view version history, click the ellipsis icon (⋮) and select Show Version History.
The list of all quote versions will be displayed. Click any version to view its details.
Important:
Every time a revision is made the user will be shown all line items that are in the most current version of the quote.
The most current version can be viewed on the Quote list. Once a quote is clicked, the customer can checkout.