Clone a quote

You can clone a quote to save you time when managing quotations. Cloning a quote will create a new quote and copy the Overview, Services and Provider information. The Attachments and Proposal information is copied only when selected.

1. Open the quote.

2. Click Actions.

3. Select Clone. The Clone pop-up opens.

4. Select or clear any information you want to copy into the quote. All options are selected by default.

   

5. Click Clone. A confirmation message appears with the quote number.

6. Click OK to open the cloned quote or click Cancel to close the message.