How to duplicate a quote?

You can duplicate a quote you already submitted and make changes to create a new one.

If you need to create a new quote quickly, you can duplicate a previously submitted quote and make any necessary adjustments. This feature is helpful when you want to provide additional quote options without starting from scratch.

To duplicate a quote, simply go to the quote you have previously submitted and click on the Action button Screenshot 2024-04-30 at 1.37.21 PM. From there, choose the 'Duplicate' option to create a new quote based on the one you already have.

You will receive a prompt asking which information you would like to transfer to the new quote. Choose the specific details you require for the duplicated quote.

The newly duplicated quote will be presented with all the information from the original quote that you have chosen. Make sure to update the necessary details in the following sections:

  • Costs
  • Schedule
  • Miscellaneous

Once you are done with the update, remember to click 'Submit' on the Confirmation section.

The duplicated quote will show as a second quote in the Quotes tab.

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