How to duplicate or copy a quote

This feature is only available for PRO Connect or Work Subscribers.

To duplicate or copy an existing Quote:

1. Click on the Quotes icon in the navigation bar on the left.

2. Click on the Quote you'd like to duplicate or copy.

   Note: You can filter your quotes by using the filtering options in the upper-right. If viewing the list-view, click the Edit Icon (pencil) on the right.

3. Select the Details tab (left) and then click the Copy icon (squares) in the upper-right.
4. Click the Copy button. Note: This quote will have "COPY -" prepended to the Job Title field.
5. Make your necessary edits and click the Update button at the bottom.

To copy an existing Quote and change the location and company:

1. Click on the Quotes icon in the navigation bar on the left.
2. Click on the Quote you'd like to duplicate or copy.

Note: You can filter your quotes by using the filtering options in the upper-right. If viewing the list-view, click the Edit Icon (pencil) on the right.

1. Select the Details tab (left) and then click the Copy icon (squares) in the upper-right.
2. Click the Copy & Keep Location button. Note: This quote will have "COPY -" prepended to the Job Title field.
3. Modify the location details, make any other edits, and click the Create copy of this Quote button at the bottom.

Note: To change the customer, click on the binoculars in the text bar.

You will need to have created a Quote in order to copy or duplicate it. If you don't have any Quotes set up, click here to learn how.