Duplicating

Duplicating a product allows a new quote to be created as a copy of an existing quote, but with a different customer.

Create Duplicate

1. Find the required quote in the list of quotes and select Duplicate from the actions dropdown

2. Fill out the required fields on the popup.

3. Click Create Duplicate

Notes

• Quote will be duplicated exactly as-is, including any notes, comments or bespoke prices that may have been added. Be sure to check this prior to sending to client.