Skip to main content

Clone or duplicate a quote

Cloning a quote can save a lot of time if you have a similar jobs where many of the products and systems are the same. If you’re looking to update an existing quote without losing the original, take a look at our article on Revisions

Navigate to any quote and click the “Clone Quote” button in the upper right corner of the screen. Then choose whether to copy the systems, areas, products and proposal templates.