Create quote versions

task australia Updated Sep 10, 2026 1 min read quote-management-revisions-tab.md

Use the Revisions tab to create and view the versions of your quote.

Before you begin

Role required: sales_agent

About this task

The Revisions tab shows all the versions of a quote. Version numbers are sequential. If the quote is active, the Active field is selected.

Procedure

In the CRM Workspace, select the List icon [Omitted image "list-outline-24.svg"] Alt text:.
Select Quotes****All.
Select the quote that you’re working with.
Select the Revisions tab.

[Omitted image "l2c-quote-revisions-2.png"] Alt text: Image shows the quote form with the Details tab open which allows agents to fill in details for a quote.
Select the More Actions icon [Omitted image "more-options.png"] Alt text: and select Create new version.

A new version of the quote is created. Select the quote in the message to open the new version. The Active option, if selected indicates the Active version of the quote. Use the Revisions tab to view a list of all the current quote versions. Version numbers are sequential.
Return to the Quote list view and refresh the view to see the latest version created.
Select the Active option as a reminder of the active quote.

What to do next

Use the Customer Order tab to start an order from the Quote. See Convert quotes into orders for more information.

Parent Topic:Using Quote Management

52 lines · 2.1 KB Wrap lines

---
title: Create quote versions
description: Use the Revisions tab to create and view the versions of your quote.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/order-management/quote-management-revisions-tab.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
breadcrumb: [Quote Management, Configure, price, quote apps, Use, Sales Customer Relationship Management]
---

# Create quote versions

Use the Revisions tab to create and view the versions of your quote.

## Before you begin

Role required: sales\_agent

## About this task

The Revisions tab shows all the versions of a quote. Version numbers are sequential. If the quote is active, the **Active** field is selected.

## Procedure

1. In the CRM Workspace, select the List icon \[Omitted image "list-outline-24.svg"\] Alt text:.

2. Select **Quotes****All**.

3. Select the quote that you’re working with.

4. Select the **Revisions** tab.

\[Omitted image "l2c-quote-revisions-2.png"\] Alt text: Image shows the quote form with the Details tab open which allows agents to fill in details for a quote.

5. Select the More Actions icon \[Omitted image "more-options.png"\] Alt text: and select **Create new version**.

A new version of the quote is created. Select the quote in the message to open the new version. The **Active** option, if selected indicates the **Active** version of the quote. Use the Revisions tab to view a list of all the current quote versions. Version numbers are sequential.

6. Return to the **Quote** list view and refresh the view to see the latest version created.

7. Select the **Active** option as a reminder of the active quote.

## What to do next

Use the Customer Order tab to start an order from the Quote. See [Convert quotes into orders](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-management-customer-orders-tab.md) for more information.

**Parent Topic:**[Using Quote Management](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/order-management/quote-mgmt-using.md)