# Quote Revision Control: Retire Old Versions Fast

Source: https://maito.app/workflows/retire-old-quote-versions-when-one-changes

When a quote changes, Maito marks the old version superseded, lists what changed, and flags open signature requests before someone signs the wrong one.

When a quote is revised, the old version is marked superseded and any open signature is flagged.

[Sales](https://maito.app/workflows/team/sales) · [Construction](https://maito.app/workflows/industry/construction) · When something happens · Updated October 19, 2026

Works with

-   Slack
-   Email
-   [HubSpot](https://maito.app/workflows/tool/hubspot)
-   [Salesforce](https://maito.app/workflows/tool/salesforce)
-   [Attio](https://maito.app/workflows/tool/attio)
-   [Pipedrive](https://maito.app/workflows/tool/pipedrive)

## How 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 When a new version appears, it marks the old one superseded, lists what changed in price and scope, and checks for open signature requests on the old version.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

1.  Detect the new version in the CRM
2.  Summarize what changed and set the expiry
3.  Link the old version as superseded
4.  Check which version gets signed

## Example

Loop run: New quote version in the CRM

**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• v2: $84,200 (Oct 5), marked superseded  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

When something happens Retire old quote versions when one changes

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“When a quote gets a new version in the CRM, post a summary of the changes in #sales, mark the old version superseded, and tell me if the old version still has an open signature request.”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

### Does it void signature requests on its own?

No. It flags the open request and voids it after you say so.

### Which tools does it use?

Your CRM, such as HubSpot, Salesforce, Attio or Pipedrive, and Docusign.

### What happens after the new version is signed?

It confirms the signed one is the current version before anyone creates a job.

## More sales workflows

-   [Research an account before a call Get a one-page brief on the company and the people you're meeting, without opening ten tabs. Sales · When you ask Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/research-an-account-before-a-call)
-   [Brief every meeting automatically Every morning, get a short brief for each external meeting on your calendar. Sales · On a schedule Works with Google Calendar, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/brief-every-meeting-automatically)
-   [Draft the follow-up after a sales call Turn the call notes into a follow-up email that covers what was promised. Sales · When something happens Works with Granola, Fireflies, Gmail, Microsoft 365, HubSpot, Salesforce.](https://maito.app/workflows/draft-the-follow-up-after-a-sales-call)
-   [Update the CRM from a Slack thread When deal news comes up in a thread, mention Maito and the CRM gets updated. Nobody types it twice. Sales · When you ask Works with HubSpot, Salesforce.](https://maito.app/workflows/update-the-crm-from-a-slack-thread)
-   [Weekly pipeline review See which deals moved, which stalled, and which need you, before the pipeline meeting. Sales · On a schedule Works with HubSpot, Salesforce.](https://maito.app/workflows/weekly-pipeline-review)
-   [Score and route inbound leads New sign-ups and form fills get researched and sent to the right rep, or to nurture. Sales · When something happens Works with HubSpot, Salesforce.](https://maito.app/workflows/score-and-route-inbound-leads)

[See all workflows](https://maito.app/workflows)

## Put your AI teammate to work.

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