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 sent.

When to duplicate or revise

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

Use Revise when the original quotation is already finalized and you need a new version.

1

Open the quotation

Open the quotation you want to reuse.

2

Open the action menu

Click Other or the action menu on the quotation.

3

Choose Duplicate or Revise

Choose Duplicate for a copy.

Choose Revise for a new version of the same quotation.

4

Review the new quotation

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

5

Update the content

Adjust the quotation where needed.

Then save the new quotation.

What stays the same

• customer and debtor details
• quotation lines and totals
• scheme and layout settings

Frequently asked questions

Can I edit a sent quotation directly?

No.

Create a revision if the quotation is 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 a similar job.

Revise when it replaces an earlier quotation version.

Related topics

• Features in Quotations
• Introduction to Quotations
• Automations for Invoices, Quotations, and Contracts