A revertable selection pointer per estimate. Default is the latest; 'Make this the live version' pins an earlier one. Newer versions are never deleted, so the choice is always reversible.
Also called: make this the live version · revert to an earlier quote · go back to version 3
- 1Selection is one row per estimate pointing at a version number; no row means 'use the latest'.
- 2An explicit pin always wins in the portal resolver, full stop — choosing is the whole point of the feature.
- 3A selection row pointing at something that is not a customer-visible send is treated as leftover state, not a choice, so it can't freeze the portal on whatever happened to be latest at the time.
The customer always saw the newest version, which meant a routine sync could move the price under a live negotiation without anybody choosing to. Which version the customer's portal shows is now an explicit, revertable choice: a rep can hold them on an earlier one regardless of newer syncs, and nothing newer is destroyed to do it.
- Reverting a customer's quote meant rebuilding it
See it on your own jobs
Twenty minutes, your numbers, no slide deck. We’ll build one of your real buildings in front of you and send you the estimate link at the end — yours to keep either way.
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