Never Lose a Draft: Proposal Version History in AdvisorPitch
Edit with confidence. Snapshot versions as you go, compare changes, and restore any earlier draft safely.
Key takeaways
- Save version snapshots at any point while editing
- Compare versions to see exactly what changed
- Restore any earlier version safely
- An automatic 'before restore' snapshot means you never lose work
Proposals go through revisions, and sometimes the earlier version was better. Versioning in AdvisorPitch means you never lose good work.
As you edit, save a version snapshot at any point. Later, you can compare versions to see exactly what changed between them, and restore any earlier version if a round of edits went the wrong way. Restoring is safe: AdvisorPitch automatically takes a "before restore" snapshot first, so you can always come back.
This turns editing from something to be careful about into something you can experiment with. Try a bolder scope, a different price, a tighter intro, knowing that every prior state is preserved and one click away.
