6.3.1. How to Create a Quote by Duplicating the Existing Quote?

Besides the above mentioned method, you can also create quote by duplicating an existing quote in case both the quotes share some common information. Follow the given steps to duplicate the potential.

  • Go to Sales > Quotes.
  • Select the Quote you wish to duplicate.
  • Click on the Quote subject. It will direct you to the detailed potential view.
  • Click the Duplicate button given on top-right of the window.
  • Make the required changes.
  • Click Save to save the changes.