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Duplicate a sales quote

This is part of the Sales Quote Add-on Module.

You can duplicate an existing open quote, even if it is expired.

Note: You can choose to have the new sales quote reflect the old pricing or updated pricing in system setup logo System Setup > Company Preferences > Sales.

  1. Navigate to sales section icon Sales, then sales quote icon Quotes.
  2. Select the quote to duplicate from the left pane list and double-click on it.
  3. Click duplicate icon Duplicate Quote in the taskbar, then confirm your choice.