Copy a quote
Copy an existing quote to another quote, or to an invoice, bill or purchase order, to save time with data entry.
- In the Accounts menu, select Sales.
- Under the Quotes heading, click the status panel your quote is in.
- Either:
If your quote is Sent, Accepted or Invoiced, select the quote you want to copy and click Copy to....
- For a quote with any status:
- Open your quote.
Click the Options button and select Copy to....
Select the document you want to copy to.
- Click Create draft.
- Complete your quote, invoice, bill or purchase order - you can edit any of the fields in your new document.