You may find yourself in situations where you need to create a new quote that is similar to a previously generated one, perhaps to adjust for evolving client needs or project requirements. Instead of starting from scratch, you can duplicate an existing quote and make necessary modifications.
- Click on Libraries & Tools.
- Select Quotes & Offers under Business Tools.
- Find the quote you want to duplicate.
- Hover over the quote and click Duplicate.
- Make any necessary changes to the duplicated quote.
