History & Version Control in CPQ: Know What Happened

All history – always available

vloxq stores the full history of every quote. Each quote “knows” which price list and rules applied at the time it was created, so past quotes aren’t affected when new price lists are imported—but they can be updated when needed!

Snapshots: key moments you can jump between

We’re introducing “snapshots”—a history table of key events in a calculation’s lifecycle (e.g., new price list imported, new document generated). At any time you can see what the calculation looked like at a specific point and even restore to that exact version. Restoring in turn creates a new snapshot, so you can always roll back. You can do all of this yourselves in the UI.

Selective updates – on your terms

Reps can choose to update a calculation with the latest price list, or update only specific data points—like the exchange rate—without touching the price list. That gives you control when the market moves, without opening the door to manual line-by-line price tweaks.

Smart copy – keep the configuration, refresh the prices

Did you build a large quote six months ago? Pull up the calculation, copy it to a new deal, and let the system refresh the lines to today’s price list. We know which items were used, and when you copy, the same items are fetched again—now with current prices.

If an item has disappeared from the new price list, the user gets a clear notification that the product needs to be replaced. If you use bundle logic and the bundle has been updated, the swap happens automatically—otherwise you replace it manually.

Four real scenarios where this makes a difference

1. Long sales cycles – reprice without redrawing the map
   The customer returns after six months. Copy the old calculation, update to the latest prices, and send a new quote. The original quote remains exactly as it looked when it was sent.
   Value: Faster reuse, zero double work, correct margin profile in the present.
2. Order on the same configuration – but with up-to-date costs
   When a quote becomes an order, many companies want to see the actual margin at the time of order. With one click you update the calculation to the latest price list (including cost prices) and get the correct margin outcome for the order—without altering the history of the sent quote.
   Value: Clear profit analysis and cost control without compromising the integrity of the quote.
3. Add-on order after price changes
   The supplier has lowered prices since the original quote. The customer wants to place an add-on order, but per the terms the old price list should apply. Restore the calculation to the snapshot from when the quote was sent, add the lines, and send—then update to the latest prices again when you need to close the loop on internal margin.
   Value: Flexibility toward the customer and accurate internal follow-up—without Excel acrobatics.
4. Currency policy and price-list cutoff
   You decide that “from November 1st, a new exchange rate applies to all new calculations,” and that no new quotes may go out on price lists older than the same date. History/version control ensures already-sent quotes remain untouched, while new ones always use the freshest rules. You can also require an update to a specific version before a quote is sent.
   Value: Control and compliance without manual workarounds.

Transparent when something’s missing

If a hand-picked item no longer exists in the price list, the line turns red and values fall back to defaults until the rep switches to the correct item. That’s intentional—automatic guesses risk wrong prices and wrong margins.

Sales-first—without compromising governance

Reps can update calculations and prices themselves within the boundaries of your rules (they can’t “fine-tune” price figures), while the system tracks times, lists, and versions in the background. The result is “easy to do the right thing” in daily work—with full traceability when something needs to be reviewed afterward.

Why this matters

A quoting system without history and version control risks boxing you in when price lists, rules, and the market change. With snapshots, time-aware price lists, and selective updates, change becomes a strength—not a stressor.

Want to see it in action?

Contact us for a demo.