Proposal Version History
Proposals evolve through rounds of client feedback and internal revisions. Version history gives you a complete record of every significant change, so you can always compare, revisit, or roll back to an earlier draft without losing work.
Step 1: Open a proposal and click Version History
Open any proposal in the block builder. In the top bar, click the clock iconor select Version History from the proposal options menu (the three-dot menu next to the proposal name). A sidebar panel opens on the left listing all saved versions.
- Version History is available on Pro and Premium plans
- Up to 50 versions are stored per proposal; older versions are automatically pruned beyond that limit
- You can access Version History even after a proposal has been sent and signed
- Entering Version History mode does not affect the live proposal link your client uses
Step 2: View the list of saved versions with timestamps
The Version History sidebar shows each version as a card with a timestamp and a short description. Auto-saved versions are labeled by date and time; manual checkpoints you create yourself display the custom name you gave them.
- Auto-saves happen every time you close the editor or navigate away from the builder
- The most recent version is pinned at the top and labeled Current
- Versions are grouped by day to make it easy to find the version from a specific meeting or call
- Named checkpoints are highlighted with a bookmark icon so they stand out from auto-saves
Step 3: Click any version to preview it
Click any version card to load it in the main canvas as a read-only preview. You can scroll through the entire proposal as it looked at that point in time, including all text, pricing, and design settings.
- The current (live) version remains unchanged while you browse historical versions
- A yellow banner at the top confirms you are viewing a historical version and not the live one
- Zoom in on any block to review specific content changes closely
- Use keyboard arrow keys to step through versions sequentially
Step 4: Click Restore to revert to that version
While previewing a historical version, click Restore This Version in the banner. StackBloom will save the current version as a new entry in the history first — so your latest work is never lost — then restore the selected version as the new current draft.
- Restoring creates a new checkpoint automatically labeled "Before restore — [timestamp]"
- If you restore by mistake, just open Version History again and restore the previous current version
- Restoring does not change the proposal's public link or notify the client
- Any unsent proposal can be restored freely; signed proposals are locked and cannot be restored
Step 5: Compare differences between versions
To compare two versions side by side, hold Shift and click a second version card. The canvas splits into two columns showing both versions simultaneously. Changed blocks are highlighted in yellow so differences are immediately visible.
- Text differences are shown with red strikethrough for removed text and green for added text
- Pricing table changes highlight rows where amounts or line items differ
- Added or removed blocks are flagged with a colored border in the comparison view
- Exit comparison mode by clicking the X in the comparison toolbar to return to single-version view
💡 Tip: Versions are saved automatically every time you close the editor, but you can also save a named checkpoint manually at any time by clicking Save Checkpoint in the Version History panel. Name it something meaningful like "After first client call" or "Pricing v2" so you can find it instantly weeks later.