Overview
When a customer regularly orders the same combination of products, duplicating an existing quote produces a new quote pre-filled with the original's contact details, products, and pricing. The duplicate can then be adjusted as needed, which is faster than rebuilding the quote from scratch and helps keep recurring jobs consistent.
👥 Access Permissions
Only users with permission to access Sales Orders can duplicate quotes. Review user roles before granting access.
📍Location in the app
Global Search > search and select a quote >
OptionsSales>Sales Orders> select a quote >OptionsSales>Customers> select a customer > search and select a quote >Options
Duplicate a quote
Ensure the quote is not in Draft status.
Go to
Options>Duplicate.In the confirmation pop-up, select
Duplicate order.
📝Notes
The duplicated quote receives a new quote number and is set to Draft status.
Contact details, products, and pricing are copied from the original quote and can be edited on the new quote as needed.
Locate the duplicated quote
The duplicate appears in Draft status and can be found through either of the paths below.
From Sales Orders page
Go to
Sales>Sales Orders.The most recent quote in Draft status is the duplicate.
From the customer's Order history
Go to
Sales>Customers.Search for and select the relevant customer.
The most recent quote in Draft status is the duplicate.