To duplicate a quotation:
- Go to “Quotations” Section:
- On the left sidebar, click on “Quotations” to view the list of quotations.
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- Select the Quotation to Duplicate:
- Find the quotation you wish to duplicate from the list.
- Click the ellipsis menu (…) next to the quotation.
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- Duplicate the Quotation:
- In the dropdown menu, click on “Duplicate Quotation”.
- A duplicate of the selected quotation will be created, and you can then edit or send the duplicated quotation as needed.
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Alternatively, you can also access the “Duplicate Quotation” option within the quotation details page under the “Save Quotation” dropdown.