You can view Edit History at both the quote and line-item levels in order to help you better understand any changes applied to your quotes at each step of their quoting process.
To view, click the Edit History button in the Quote Actions bar at the top of the quote. Then a pop-up modal with two tabs will appear of ‘Quote Edit History’ and ‘Line Item Edit History’.
Quote History
This tab tracks what edits were made at the quote level.
The Quote Edit History events that the system will track are shown below as well as to which you will have access.
| Edit History Event | Internal Sales / Customer Self-Service |
| Updated Registration Project ID | Both |
|
Moved Quote |
Both |
|
New Line Item Added |
Both |
|
Changed Quoted Part |
Both |
|
Line Item Moved to Different Quote |
Both |
|
New Line Item Moved Into Quote |
Both |
|
Removed Line Item |
Both |
| Updated Customer Information | Internal Sales |
| Updated Pricing Rules | Internal Sales |
| Merged Quotes | Internal Sales |
| Added Quote Notes | Internal Sales |
| Refreshed Quote Using Refresh All | Both |
| Quote Created | Both |
| Updated Quote Status | Both |
| Shared Quote | Both |
| Custom Export | Both |
| Updated Due Date | Both |
| Transferred Ownership | Internal Sales |
| PDF Export | Internal Sales |
Line Item Edit History
This tab tracks the line item level history for each line in your quotes.
The Line Item Edit History events that the system will track are shown below as well as which Users will have access.
| Edit History Event |
Internal Sales / Customer Self-Service |
| Assigned Quote Task | Internal Sales |
| Added Quote Task Due Date | Internal Sales |
| Completed Quote Task | Internal Sales |
| Assigned Follow up Task | Internal Sales |
| Added Follow Up Task Due Date | Internal Sales |
| Completed Follow Up Task | Internal Sales |
| Applied Registration Pricing | Both |
| Updated Line Item Status | Internal Sales |
| Updated Assignee for Follow Up Task | Internal Sales |
| Updated Assignee for Quote Task | Internal Sales |
| Moved Line Item | Both |
| Changed Part | Both |
| Accepted Xref Suggestion | Both |
| Accepted Part Suggestion | Both |
| Updated Quote Price | Internal Sales |
| Updated Quantity | Both |
| Refreshed Line Item | Both |
| Added Line Item Comment (Comment Page) | Both |
| Added Line Item | Both |
| Removed Line Item | Both |