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Duplicate a Quote

Reuse an existing quote to quickly create a new one with pre-filled client details and line items.
Written by Isabel
Updated 1 week ago

Duplicating a quote allows you to reuse client details and line items while making adjustments as needed.

  1. Go to the Quotes view.

  2. Click the three-dot menu next to the quote.

  3. Select Duplicate the current quote.

  4. Edit or add items and notes as required before sending.

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