This feature is only available for PRO Connect or Work Subscribers.
To duplicate or copy an existing Quote:
- Click on the Quotes tab at the top.
- 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.
- Click the Edit Icon (pencil) in the upper-right.
- Click the Copy Icon (squares) in the upper-right.
- Click the Yes, I understand - copy this quote button. Note: This quote will have "COPY -" prepended to the Job Title field.
- Make your necessary edits and click the Update Quote button at the bottom.
You will need to have created a Quote in order to copy or duplicate it. If you don't have any Quotes setup, click here to learn how.