These navigation and entry instructions may not be the only way to complete the desired task. For more in-depth explanations, any related articles will follow the instructions as links.
- From Home tab, click on Quotes.
- From the list of quotes, highlight the quote you want to copy.
- Click drop-down arrow under Create a Quote icon, select Duplicate a Quote.
- The new quote appears at the bottom of the list of quotes.
- Double-click on the quote to edit.
The customer may be changed by clicking on View or New above the customer name. Note that the sidemark must be updated manually.
See also How to Duplicate a Quote or Sale.
- SalesPRO Software