Copying a Quote
Quickly re-use quote information for a new or existing customers job
TJ Amas
Last Update 4 years ago
Copy quotes directly from the Quote Costing screen
We've made it easier to re-use an existing quote to create a new quote.
Quotes can be re-used for the original customer/job or a new customer/job.
First, go to the quote costing screen for the quote you want to copy.
Click the [More Options] button and select 'Copy this Document'.
When the 'Copy Quote' dialog opens, the current customer is automatically selected.
If you want to use a new customer, click the [Clear] button by the customer.
You can enter a new customers details or use an existing customer by entering their email address and selecting the matching record.
Selecting or creating a new Job
If you select an existing customer, you can select an existing job (if one exists) or create a new one by supplying a job name.
