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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.


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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.

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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.

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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.

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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.

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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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