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