Retire old quote versions when one changes
When a quote is revised, the old version is marked superseded and any open signature is flagged.
Sales · Construction · When something happens · Updated
Works with
- Slack
- HubSpot
- Salesforce
- Attio
- Pipedrive
Slack
HubSpot
Salesforce
Attio
PipedriveHow do you retire old quote versions when one changes?
To retire old quote versions when one changes, connect Maito to your CRM and e-signature tool. When a new version appears, it marks the old one superseded, lists what changed in price and scope, and checks for open signature requests on the old version. It voids them after you approve.
How it's done today
Old PDFs stay in circulation and clients accept stale terms.
What Maito does
- Detect the new version in the CRM
- Summarize what changed and set the expiry
- Link the old version as superseded
- Check which version gets signed
Example
Loop run: New quote version in the CRM
Quote Q-1893, Stark Logistics office fit-out, is now v3, issued Oct 19. • v2: $84,200 (Oct 5), marked superseded • v3: $79,650. Two partition walls removed (-$6,100), electrical outlet upgrade added (+$1,550) • Expires Nov 18 Catch: Mike at Stark opened v2 in e-signature on Oct 17 and that request is still active. He could sign the old version. I haven't voided anything.
@Maito Void the v2 request and send v3 to Mike.
v2 request voided, v3 sent to Mike for signature at 2:31 PM. When it's signed I'll confirm it's v3 before anyone creates a job.
Maito (2:26 PM):
Quote Q-1893, Stark Logistics office fit-out, is now v3, issued Oct 19.
• v2: $84,200 (Oct 5), marked superseded
• v3: $79,650. Two partition walls removed (-$6,100), electrical outlet upgrade added (+$1,550)
• Expires Nov 18
Catch: Mike at Stark opened v2 in e-signature on Oct 17 and that request is still active. He could sign the old version. I haven't voided anything.
Dana (2:30 PM):
Void the v2 request and send v3 to Mike.
Maito (2:31 PM):
v2 request voided, v3 sent to Mike for signature at 2:31 PM. When it's signed I'll confirm it's v3 before anyone creates a job.
How to set it up
- Ask your agent
“When a quote gets a new version in the CRM, post a summary of the changes in #sales, mark the old version superseded, and tell me if the old version still has an open signature request.”
- Connect CRM
- HubSpot
- Salesforce
- Attio
- Pipedrive
- Connect e-signature
- Docusign
Not connected yet? Your agent sends you a link to sign in.
What it won't do
It can only act on quotes that are tracked in your CRM and Docusign. Versions sent from elsewhere are not visible to it.
Questions
No. It flags the open request and voids it after you say so.
Your CRM, such as HubSpot, Salesforce, Attio or Pipedrive, and Docusign.
It confirms the signed one is the current version before anyone creates a job.
