Overview
When a Customer regularly orders the same products, duplicating an existing Quote saves time and ensures consistency—removing the need to create a new one from scratch.
👥 Access Permissions: only available to users with assigned permissions for accessing Sales Orders. Please review user roles prior commencing.
📍Where to find it 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
How to duplicate a Quote
Ensure the Quote is not in Draft status
Go to
Options>DuplicateIn the confirmation pop-up, select
Duplicate order.
📝Notes:
The duplicated Quote will be assigned a new Quote # and set to Draft status
Contact details, products, and pricing are copied from the original Quote and can be edited as needed.
How to locate the duplicated Quote
From Sales Orders page
Go to
Sales>Sales OrdersThe most recent Quote in Draft status will be the duplicated Quote.
From the Customer's Order History
Go to
Sales>CustomersSearch and select the relevant Customer
The most recent Quote in Draft status will be the duplicated Quote.