Making a copy of a quotation can be helpful in several situations, such as:
Revisiting expired quotations: A previously expired quote may become relevant again.
Reorders: A customer may wish to reorder something from a past quotation.
Updating old quotes: A customer may become interested in an older quote and require an updated creation date or adjustments.
Selling similar deals: You may want to offer a similar deal to multiple customers.
Applying variations: Different discounts or supplier options might be needed for similar quotations.
The Duplicate function is particularly useful for handling large, complex orders.
Accessible from any quotation, this feature allows you to create a copy of an existing quote and make any necessary changes. You’ll find the Duplicate button located in the top-right corner of the quote window, as shown below.
You can see the same icon at the end of the Quotes grid within a Lead or a Customer:
Clicking either of these will open a new window, allowing you to choose between two main options.
This Record: Select this to duplicate the quote for the same lead or customer as the original.
Another Record: Choose this to copy the quote to a different lead or customer.
Duplication to the same record
When duplicating a quote within the same record, you can customize the new quote using the following options:
Opportunity Field: Choose an existing opportunity to associate with the new quote. By default, the original quote’s opportunity is selected. Use the [+] button to create a new opportunity if needed.
Contacts and Addresses: You can select or create a new Contact, Shipping Address, or Billing Address.
What will be copied to the new quote?
Quotes will be copied with all item and quote details, including:
Pricing
Discounts
Funds
Profit adjustments
Site overrides
Linked assets
Deal termination
Important:
When duplicating a quote, adjustments linked to specific quotation items in the original quote will not be copied to the new duplicated quote. These must be manually reapplied and linked to the correct items in the new quote.
Additionally, ensure that the Site details are updated accurately, especially if the duplicated quote is being created for a different record.
What will not be copied to the new quote?
Leases will not be copied or auto-created since these are specific to an individual quotation. However, you can create a new lease using the items on the new quote.
Duplication to another lead or customer
When copying a quote to a different lead or customer:
Only products and services on the quote, including item-level discounts, will be copied.
Quotation-level elements (e.g., funds, profit adjustments, linked assets) will not be copied because they are specific to the original customer or lead.
This ensures the duplicated quote aligns with the new lead or customer’s unique requirements.
Note: Only Open Opportunities can be associated with a quote. Ensure the selected opportunity is active before proceeding.