You can quickly create a quote by copying an existing quote. Post copy, the new quote inherits most of the original quote details but you may change them.

Note: You need to have at least one quote already set up.

1. Log in and click the required business.

2. The Customers page appears. Click Sales > Quotes & Orders.

3. The Sales Quotes & Orders page appears. Click the 'dropdown' icon for the corresponding quote record and click Copy.

4. The new sales quote page appears details of the original quote pre-populated. Retain or update the details and click Save.