If you frequently send similar proposals to different prospects (e.g. software renewals or standard packages), it is not necessary to create each quote from scratch.
How to clone a quote?
- Go to Sales > Quotes.
- Find the quote you want to duplicate (it can be in draft status, sent, or even rejected).
- Click on the three dots context menu on the right and select Duplicate Quote.
- An exact new Draft will be generated.
What IS copied:
- All line items, descriptions, and prices.
- Applied discounts and taxes.
- Legal terms, warranties, and relative validity.
What is NOT copied:
- The client (you will be asked to select who this new proposal is directed to).
- The history of signatures or payments. Each clone is a completely clean slate.