Sharing
Revisions
A tender changes constantly while you work it — that is the point of working it live. Revisions are how you keep a permanent, dated record of it at the points that matter, without losing the ability to keep editing.
The Finalise button
In a tender's top bar, the Finalise button opens a timeline. At the top is the Live version — the working copy, always current. Below it, newest first, are the frozen points you have saved: the first one is the Submission, and every one after that is numbered — Revision 1, Revision 2, and so on.
Each row in the timeline shows its total and the date it was taken, so you can see at a glance how the price moved between versions.
Saving a new revision
Once you have submitted a tender and then kept editing it, the live version shows as changed. Saving that state as the next revision — Mark as Revision N — asks for a short note first, so the timeline reads as a record of what actually changed and why, not just a string of dates.
Browsing a past revision
Click any row in the timeline to open that revision. You are browsing the tender exactly as it was at that point — the same drawings, the same ledger, the same quotes, frozen. It is a read-only view: you can look through it, but you are not editing history. Returning to the live version from there is one click.
This is the record to reach for when a client asks what changed between one submission and the next, or when you want to check a number against what was actually sent at the time.