Duplicate a quote

You may need to create a new quote based on an earlier one, especially when the client's needs change or a project evolves. Instead of rebuilding the entire quote, you can duplicate an existing one and update the details. This helps you work faster.

To duplicate a quote

  1. Click on Libraries & Tools.
  2. Select Quotes & Offers under Business Tools.
  3. Find the quote you want to duplicate.
  4. Hover over the quote and click Duplicate.
  5. Make any necessary changes to the duplicated quote.

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