4. How to Copy Quotes

How to Copy Quotes

It can be useful to copy existing quotes. 

1. Go to a quote and hit 'Actions'. Copy the quote. 

2. A new quote will be drafted with a new quote number. This quote is exactly the same as the copied quote. Each quote-item will have the same Operations, Quantities, Materials, and prices. 

Note. Adjustments to quantity requested made from the facilitate order window will persist to the newly copied quote.

Additionally, you can make 'copies' of quotes on a quote item basis as well. View our resource on How to Copy Quote Item Pricing. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.