By creating a revision, you create a newer version of a Quote. At the start, the revision has exactly the same data and active filters as the original Quote (attachments and messages are, however, not carried over). The revision is linked to the original Quote and replaces it in terms of validity. The purpose of a revision is to allow you to make changes while keeping the relation to the original object. This allows ERP systems to distinguish between an updated Quote or a brand new one. (In comparison, a copy of a Quote also has the same data at the start but it is an independent object and does not keep the link to its parent Quote.)

To create a new revision of a Quote:

1. Open an approved Quote (in Offer or Deal status) or select on the Quote list page.

2. Click the Create new revision button.
   The complete Quote is copied and gets an updated name, e.g., P-1093-v2.1.
   If you create the new revision from the Quote detail, the new document is opened for editing automatically.

The version number becomes a suffix of the original name (e.g., P-1093) with the version number (e.g., v2.1). The name of the original Quote on which the revised Quote is based is shown in the column "Name w/o revision".

By default the new revision is recalculated immediately. If needed, this can be re-configured per type (Quote / Rebate Agreement / Promotion) by setting an advanced configuration option skipRevisionRecalc_Q (Q for Quotes, RBA for Rebate Agreements, CT for Agreements & Promotions) to the value true.

Multiple versions of the original Quote can be created (e.g., P-1093-v2.2 and P-1093-v2.3) and edited.

If one of the revisions gets 'Workflow status' - 'Approved', the original Quote gets 'Workflow status' - 'Superseded' and the other versions are marked as 'Invalidated'. Approved versions can again be versioned (e.g., P-1093-v2.2.1).

Custom Quote Revision Name

You can add a string of your choice between the Quote unique name and the revision number using the advanced configuration option quoteRevisionFormat with the value $uniqueName$your_string$revId$. The default value of this option is $uniqueName$-REV-$revId$.

• The allowed characters in the string are alphanumeric characters (including unicode characters like umlauts, Cyrillic or traditional Chinese and -<>_.!~*[]' characters). 

• You can also use variables quote, contract (for Agreements & Promotions) and rebateagreement.
  For example: $uniqueName$-ext$quote.externalRef$-REV-$revId$ which generates (depending on your data) the name P-1234-extSFDC2345-3453-245235-REV-3.

 The revId and uniqueName variables must always be present to ensure uniqueness. Also be aware that the result must comply with specific conditions as it represents the uniqueName field (allowed characters, length limit, etc.).