Version history

Bulido remembers what's happened to every quote: from creation through every edit, send, acceptance, and resend. So you know what you proposed a month ago, whether the client accepted something earlier, and when the last conversation took place.

What Bulido records

Quote history has two layers:

• Internal versions: every change to the quote (creation, edit) creates a new entry. Bulido records who and when, plus what changed compared with the previous version.
• Sends to the client: every email send (and every resend) creates its own entry. The subject, body, recipient, and timestamp are all kept.

The two layers are independent. You can make several edits in a row (each adds an internal entry) and then send one updated email (one send entry).

Where to find the history

Open the quote from the Offers list. The history section shows entries newest to oldest. Each entry has:

• Event type: created, edited, sent, accepted, rejected, status changed.
• Date and person: who did what and when (your email, or "system" if the client clicked through from the email).
• Short description: what the change was about.

Why you'd want this

The history pays off in a few common situations:

• The client asks about old terms: "You said 12,000. Why is it 13,000 now?" You jump to the first send entry and see exactly what was in that version.
• You're auditing your own quoting: checking how often you had to revise after sending.
• You're picking a thread back up after months: the history reminds you where things landed with this client.
• A returning client: before quoting again, you can glance at what they accepted last time.

What's next

The history isn't there to "roll back" the quote to a previous state. To change the quote, use edit and resend. The history is a record, not a restore.