Duplicate existing quote
Duplicating an existing quote can save time and ensure consistency when creating similar proposals for different customers or repeat requests. Instead of building a new quote from scratch, you can quickly copy an existing one, including its products, pricing, custom fields, and notes, and make any necessary adjustments before sending. This feature is especially useful for recurring orders, seasonal pricing, or when using a previous quote as a template for new business.
Copy from quotes page
1. Navigate to the quotes page
2. Press the ... button next to the quote you want to print
2. Select Copy
Once the new quote will be created, the user will be redirected to the detail page to begin editing.
Copy from quote detail page
1. Navigate to the quote detail page
2. Press the Actions button
2. Select Copy Quote