> For the complete documentation index, see [llms.txt](https://knowledge.out-smart.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://knowledge.out-smart.com/marketplace-packages-and-power-ups/power-ups/quotations/duplicate-or-revise-a-quotation.md).

# Duplicate or revise a 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.

{% stepper %}
{% step %}

### Open the quotation

Open the quotation you want to reuse.
{% endstep %}

{% step %}

### Open the action menu

Click **Other** or the action menu on the quotation.
{% endstep %}

{% step %}

### Choose Duplicate or Revise

Choose **Duplicate** for a copy.

Choose **Revise** for a new version of the same quotation.
{% endstep %}

{% step %}

### Review the new quotation

Check the copied customer details, lines, prices, and dates.
{% endstep %}

{% step %}

### Update the content

Adjust the quotation where needed.

Then save the new quotation.
{% endstep %}
{% endstepper %}

### What stays the same

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

### Frequently asked questions

<details>

<summary>Can I edit a sent quotation directly?</summary>

No.

Create a revision if the quotation is already finalized.

</details>

<details>

<summary>Does the original quotation change?</summary>

No.

The original quotation stays unchanged.

</details>

<details>

<summary>When should I duplicate instead of revise?</summary>

Duplicate when it is a new quotation for a similar job.

Revise when it replaces an earlier quotation version.

</details>

### Related topics

* [Features in Quotations](/marketplace-packages-and-power-ups/power-ups/quotations/features-in-quotations.md)
* [Introduction to Quotations](/marketplace-packages-and-power-ups/power-ups/quotations/introduction-to-quotations.md)
* [Automations for Invoices, Quotations, and Contracts](/marketplace-packages-and-power-ups/power-ups/unlimited-automations/automations-for-invoices-quotations-and-contracts.md)


---

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