Revision Tracking

Revision tracking creates snapshots when a quote changes, so you can see what changed over time and how the quote evolved during negotiation.

What Gets Tracked

Common changes that create revisions:

  • Item price changes
  • Quantity changes
  • Status changes (depending on configuration)
  • Customer submissions/acceptance (depending on configuration)

Configuration

Enable and tune retention:

  • b2bquote/revision/*

Key settings:

  • b2bquote/revision/enabled_events
  • b2bquote/revision/cleanup_enabled
  • b2bquote/revision/cleanup_days

See:

Screenshot placeholder: quote history / revision timeline
File: ./_screenshots/admin-revision-history.png

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