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Can I See Older Versions of My Quotes or SalesDocs?

Utilize BackTrack to manage document changes and versions.

Yes. Hoops includes a powerful feature called BackTrack which automatically saves previous versions of your documents.

This means you can:

  • View older versions of quotes

  • Restore previous pricing or quantities

  • See who made changes

  • Track document history over time

BackTrack is especially useful when:

  • A customer changes their mind

  • Pricing was updated incorrectly

  • A team member accidentally changes a document

  • You want to compare revisions

  • You need to restore an earlier version of a quote or SalesPresentation

Every time a document is updated, Hoops automatically creates a new revision so you always have a version history available.




Viewing BackTrack History

From your SalesBoard:

  1. Open a SalesDoc, SalesPresentation or SalesStore by clicking on the document number. The detail view will open in a drawer from the right side of the page.

  2. Click the BackTrack tab

You will now see a list of document revisions including:

  • Date and time of the revision

  • User who made the changes

  • Revision history timeline

For example:

  • Original version created on May 8

  • Edited version created today

The most recent revision is always the active version of the document.

Snapshot




Viewing Older Versions

Click View This Version on any revision to open that historical version of the document.

For example:

  • The current version may show 3,000 shirts

  • A previous version may show 300 shirts

When viewing an older revision, Hoops will display a message similar to:

You are editing an older revision of the Quote updated {Date}. Saving this revision will make it the active revision.

This allows you to safely review historical versions before deciding whether to restore them.

Snapshot




Restoring a Previous Version

If you save an older revision, that revision becomes the new active version of the document.

Importantly:

  • No history is lost

  • Hoops creates a brand new revision entry

Example Workflow

Revision

Quantity

First Version

300 Shirts

Second Version

3,000 Shirts

Third Version (first version restored creates third version)

300 Shirts

In this example:

  • The document originally contained 300 shirts

  • It was later changed to 3,000 shirts

  • An older version was then restored back to 300 shirts

BackTrack keeps all three revisions as part of the document history.



Track Who Made Changes

Every revision includes:

  • User information

  • Time stamps

  • Version history

This is especially valuable for teams where multiple users may edit the same document.

BackTrack makes it easy to understand:

  • Who changed the document

  • When the changes occurred

  • What version was active at the time

This provides a clear audit trail across your Hoops workflow.

Snapshot




Common Use Cases for BackTrack

BackTrack is commonly used for:

Because every revision is preserved, BackTrack provides a safe and flexible way to manage document history in Hoops.

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