Summary
There may be the case where you want to copy the details and pricing of an existing Quote to generate a new Quote for a customer. There is an option to create a new quote from an existing quote and this document explains how to do this.
The Copy Quote functionality will copy the following:
- Quote Information
- Detailed Price info from Pricing Tab
- Quote Discount
You will be able to select new details for the New Quote as follows:
- Bill To
- Job Site
- Notes
- To Dos
- Attachments
How to Copy a New Quote
1) Open up an existing quote that you want to copy.
2) In the bottom left corner is a blue link called "Copy Quote". Click this link.
This is what the pricing page looks like under the "Calculator" tab:
3) You will now be able to select the "Bill To" and "Job Site" and make any adjustments to the Quote Information. Once the Quote is added you will be able to edit the pricing details if required.
4) You can see Pricing is the same as the original Quote (The Calculator page shows the same totals as well).
If you have any questions about this please submit a feedback and our support team will help you with any challenges you may have.