What does the "Revert" function do in Salesforce CPQ?

The "Revert" function in Salesforce CPQ is designed to undo recent changes made to a quote or quote line. This feature is essential for users who need to correct or backtrack modifications that have not been finalized yet. When a user decides to revert, the system will restore the previous state of the quote or quote line, allowing for adjustments without losing earlier configurations. This capability is particularly useful in complex quoting scenarios where multiple changes may be made, and the user needs the flexibility to return to a prior version.

The other functions do not align with the purpose of "Revert." Finalizing changes to a quote line involves confirming and saving those changes, which is a different action that does not allow for reversal. Archiving old quotes serves a separate function related to data retention and accessibility but does not involve reverting changes. Improving the visual layout of a quote pertains to aesthetics and formatting, which does not relate to the functionality of undoing modifications. Thus, understanding the specific utility of the "Revert" function helps users to maintain accuracy and efficiency in their quoting processes.