Document Revisions

Revisions let you track changes to invoices and quotes over time. Each revision is a snapshot of the document at a specific point, so you can always see what you originally quoted versus what changed after negotiation.

Creating a Revision

Click Create Revision or press Cmd/Ctrl + R. Add notes explaining what you’re changing—future you will thank you.

Once you create a revision, the previous version becomes read-only. You can still view it and download its PDF, but edits happen on the new revision.

When to Create Revisions

Create a revision when:

The client requests price changes after you’ve sent a quote. When scope changes and you need to add or remove items. Before posting to Xero to capture the pre-sync state.

Don’t create revisions for small typo fixes or while you’re still drafting. Revisions are for significant, client-facing changes.

Viewing Revision History

Click Revision History to see all versions. Click any revision to view it in read-only mode. Use Compare to see exactly what changed between two versions.

Restoring a Previous Revision

If a client says “go back to the original pricing,” you can restore any previous revision. This creates a new revision with the old content—all history is preserved.

Good Revision Notes

Write notes like “Reduced price by 10% per client negotiation” or “Added shipping section per client request”—not just “Updated” or “Changes.”

Structure notes as: what you changed + why you changed it.