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EE: Copy A Quote

Do you need to copy an Enterprise Edition Quote? Any version of the Quote can be duplicated as a new Quote.

  1. Open the Quote and select the Revision to copy, if different from the version displayed.
  2. Click the Edit Quote Info icon.
  3. Click the Copy icon.
  4. Enter a new name for the new Quote and select Price List, Quote Type, Salesperson, and Sections to Duplicate.