Copy a quote or estimate

Summary

How to create a quote or estimate that has the same details as a previous one, in Sage Accounting.

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.

 

 

 

Related Solutions

Quotes and estimates

Solution Properties

Solution ID
222001000100948
Last Modified Date
Mon Feb 12 11:27:25 UTC 2024
Views
0