Duplicate or revise a quotation

Create a copy or a new version of an existing quotation.

Duplicate a quotation when you want to reuse the same setup.

Revise a quotation when you need to change a quotation that was already finalized.

Use Duplicate when you want a fast starting point for a similar quotation.

Use Revise when the original quotation was already sent and you need a new version.

Go to Quotes and open the quotation you want to reuse.

Click Other or open the action menu on the quotation.

Choose Duplicate for a copy.

Choose Revise for a new version of the same quotation.

Check the copied customer details, lines, prices, and dates.

Adjust the quotation where needed.

Then click Save.

Can I edit a sent quotation directly?

No.

Create a revision if the quotation was already finalized.

Does the original quotation change?

No.

The original quotation stays unchanged.

When should I duplicate instead of revise?

Duplicate when it is a new quotation for similar work.

Revise when it replaces an earlier quotation version.

Last updated 3 months ago

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