You can quickly copy an existing price quote to a new quote and choose which details are duplicated.
- Open an existing price quote. If you cannot find it, see. Search for orders .
- Click Copy Quote.
- On the Copy Products from Order pop-up that appears, select the Products and details that you want to duplicate in the new quote, and then click OK.
The existing quote remains unchanged, and a new quote is created. The new quote includes the details you selected, as well as a customer details, order details. terms, and shipping method.
- (optional) Modify the order, including product quantities, pricing, freight changes, etc.
- Click Save, and then complete the quote using your standard process.