Summary
How to create a quote or estimate that has the same details as a previous one, in Sage Accounting.
Resolution
- Go to Sales, then select Quotes & Estimates.
- Select the quote you want to copy.
- 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.
- Select Save.
Africa
Asia
Australia
Canada
France
Ireland
Kenya
Nigeria
Portugal
South Africa
Spain
United Arab Emirates
United States
Germany