Quote and proposal versioning
Keep one current quote per opportunity, with every discount and approval attached to it.
Tools
Salesforce CPQ, Loopio, Clari, Stripe
Outcomes
One current quote per deal • Every discount has a named approver • No pricing sent from a spreadsheet • A readable approval trail
Documentation
Instruction-ready detail below
Deals stall on version confusion more often than they stall on price. The buyer is holding last week's quote, the rep is pricing from a spreadsheet, and legal is redlining a third copy. Discounts get approved twice or not at all, and nobody in the room can say which document is final. This workflow keeps one current version per opportunity. It records every quote with its number, date, line items, discount, and approver, and flags the moment a second version goes out while the first is still live. Stale answers and pricing blocks in the proposal library are listed on a schedule with the owner who last touched them. When a non-standard term appears, the workflow names the approver and the deadline instead of leaving it buried in a reply thread. A human still decides which version the buyer receives and signs off every discount. The result is one current quote per deal and an approval trail anyone can read.