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Duplicate a quote 

There are instances when you've put meticulous effort into crafting a quote that serves as a template or a foundation for similar proposals. In such cases, duplicating a quote can be a game-changer, sparing you the effort of recreating the wheel for each new opportunity.

  1. Click Your Libraries.
  2. Choose Quotes.
  3. Hover over the quote you wish to duplicate and click Duplicate.
  4. The new quote will appear at the top of the list with the status: Draft.
  5. Click Edit next to the new quote to edit it. 

Note that all information from the initial quote will be duplicated: quote date, Your information, the Customer's information, Payment instructions, Product, etc. Only the quote ID will differ. 

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