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Duplicating quotes
JD avatar
Written by JD
Updated over a week ago

Defect Quotes and Service Quotes can be duplicated to save time when the need arises (i.e. re-quoting expired etc.). Duplicated quotes will bring across all of the details of the original quote and allows you to make adjustments before generating a new draft quote.

Note: The option to duplicate will not be available for already approved quotes.

How to duplicate quotes

  1. From within your quote, click the Duplicate button.

  2. On the next screen you will have the opportunity to update the following:

    • Ref

    • Description

    • Expiry date

    • Review date

    • Scope of Works

  3. Any line items added to the original defect quote will be automatically selected (duplicating expired quotes will have all the line items deselected by default). Select/deselect all applicable line items.

  4. Click either Duplicate Quote and void original or Duplicate Quote and don't change original, which will take you to the newly created draft quote where you can make any other additional adjustments if required.

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