- Help Center
- Sales
- Quotes
How to Duplicate a Customer Quote?
Sequence > Left Navigation Bar > Sales > Quotes
- Follow the above-mentioned workflow to land on the Customer Budget grid.
- Click the three-dot icon for the quote you want to duplicate.
- From the options revealed, click Duplicate. Doing so opens the Create a quote screen where the details of the selected quote are populated.
- Once reviewed, click the Generate and Send button.