Duplicating copies the quote structure into a new draft so you can adjust the client, dates, or amounts without retyping every line. See how to create a quote and how to edit a quote.
Duplicate a quote
- Open Sales and then Quotes.
- Find the quote you want to copy.
- Open the row actions menu.
- Select Duplicate.
- Fiscora opens the new draft quote for review.
After duplicating
- Update the client if the copy is for a different customer.
- Adjust dates, descriptions, or prices.
- Send or convert the new quote when it is ready.