- From the left-side of the dashboard navigate to the quotes tab on the menu on the left-side of the screen.
- Then click on either the “all quotes”, “in progress quotes,” “converted to invoice quotes” or “voided quotes” section.
- Highlight the line of the quote you wish to duplicate by clicking on that line.
- Scroll to the far-right side of the screen and click on the gear icon.
- Select “duplicate” from the menu.
- Click ok.
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How do I duplicate a quote?
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