Solution Properties
Solution ID:
222001000100948
Last Modified Date:
Mon Feb 12 11:27:25 UTC 2024
Taxonomy Path:
Case category//How do I...//processing
Author:
[email protected]
Copy a quote or estimate
Description
Cause
Resolution
  1. Go to Sales, then select Quotes & Estimates.
  2. Select the quote you want to copy.
  3. Select Copy and make any changes to the new quote as needed. For example, you might keep the same items but change the customer receiving the quote.
  4. Select Save.
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Steps to duplicate
Related Solutions

Quotes and estimates