To duplicate a quotation:
- Go to “Quotations” Section:
- On the left sidebar, click on “Quotations” to view the list of quotations.
- Select the Quotation to Duplicate:
- Find the quotation you wish to duplicate from the list.
- Click the ellipsis menu (…) next to the quotation.
- 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.
Alternatively, you can also access the “Duplicate Quotation” option within the quotation details page under the “Save Quotation” dropdown.