Duplicate a quote

When a new job is like one you’ve quoted before, duplicate that quote. You get a new draft with the same contact, title, lines, notes and terms, ready to change. It’s a separate quote, not a new version of the old one.

Who can do this

Owners, and Staff whose Team has Create/edit own quotes.

1. Open the quote to copy — Go to Quotes and open any quote, in any status.

2. Choose Duplicate as new draft — Press More and choose Duplicate as new draft. On the Quotes list, choose Duplicate from the row’s … menu.

3. Change what you need — The new draft opens. A toast says Quote duplicated. Change the contact, lines or anything else, and save.

4. Send it — When it’s ready, press Send quote.

A quote's More menu open with Duplicate as new draft at the top

What the copy gets

• The same contact, title, lines, notes and terms.
• No number until you send it, and today’s date.
• A fresh Valid until date, from your usual validity.
• Prices and tax from the original quote’s lines, not today’s catalogue prices. If your prices have changed, update the lines.
• Its Activity starts with Duplicated from the original quote’s number.

Tip

To reuse just some lines on future quotes, save them as a bundle instead.

Duplicating is different from revising: a revision replaces the earlier version for the same customer, while a duplicate leaves the original as it is.