Copy a quote

Copy an existing quote to another quote, or to an invoice, bill or purchase order, to save time with data entry.

  1. In the Accounts menu, select Sales.
  2. Under the Quotes heading, click the status panel your quote is in.
  3. Either:
    • If your quote is Sent, Accepted or Invoiced, select the quote you want to copy and click Copy to....

      Image showing copy to selected.

    • For a quote with any status:
      1. Open your quote.
      2. Click the Options button and select Copy to....

        Image showing Copy to... selected

  4. Select the document you want to copy to.

    Image showing copy to quote option selected.

  5. Click Create draft.
  6. Complete your quote, invoice, bill or purchase order - you can edit any of the fields in your new document.