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For some Proposals, there’s a lot of back and forth as the client requests changes, so you end up with multiple revisions. If you need to check something in a previous version, find something you’ve accidentally deleted between versions, or the client wants to go with a previous version you provided, then it’s possible to view and restore previous versions of Proposals. To view your version history for any given Proposal, open it from the job actions bar in a job card online, and in the bottom-left corner, click the ‘Auto-saved’ button. In the left-hand pane, you can browse and click between previous versions of the Proposal. To restore a previous version, click it in the left-hand pane, confirm it’s the one you want, click ‘Restore this Version’ in the bottom-right corner, then confirm.
Last modified on February 26, 2026