Copy a quote in Business Hub

In this tutorial, you'll learn how to copy a quote in DecoNetwork's Business Hub. Copying a quote allows you to quickly replicate and adjust existing estimates for new clients or projects, ensuring all data is duplicated. This includes notes between customer and staff, as well as internal notes.

This feature helps improve efficiency, reduces the risk of errors when recreating quotes, and makes it easier to reuse existing pricing, products, and designs while adapting them for new quoting scenarios.

In this article

• Prerequisites
• Why copy a quote?
• How to copy a quote
• Standard behavior when copying quotes
• Best-practice tips
• Troubleshooting
• FAQs
• Additional resources

Prerequisites

Why copy a quote?

Copying quotes allows you to reuse existing estimates as a starting point when creating new or revised quotes. This makes it easier to retain products, quantities, pricing, designs, and conversation history while adjusting details to suit a new customer, project, or sales scenario.

Using copied quotes helps save time, maintain consistency across estimates, and reduce the likelihood of missing important information when recreating similar quotes.

How to copy a quote

1. Log into your DecoNetwork website.
2. Browse to Business Hub → Quotes.

3. Click View to load the quote you want to copy.

   

   You can also click anywhere within a row to load the quote, except on the customer name. Clicking on the customer name loads the customer record.

4. Click on Copy Quote.

   

   A Copying Quote progress popup will be displayed.

   

   When copying is complete, a message will be displayed informing of the number of products reordered. If products have become unavailable since the original quote was created, a warning message will be displayed informing of this and indicating the number of products that cannot be reordered.

5. Click OK.

   Copying a quote creates a new, independent quote. Changes made to the copied quote do not affect the original.

6. Review the copied quote details, including products, quantities, and designs.
7. Make any required adjustments before saving or submitting the new quote.
8. Save the quote.

Standard behavior when copying quotes

When a quote is copied:

• All size variants on the quoted line item are included in the copied quote.
• This includes size variants that are currently out of stock.
• The entire line item and its associated design are preserved.

This behavior mirrors creating a new quote in Business Hub and ensures internal quoting workflows are not blocked by temporary or historical stock availability.

Best-practice tips

• Review inventory levels before submitting copied quotes for production.
• Adjust quantities or remove unavailable sizes before converting a quote to an order.
• Use copied quotes as a starting point rather than a final submission.

Troubleshooting

• Out-of-stock sizes appear on the copied quote: This is expected behavior when copying quotes.
• Inventory warnings appear later: Availability is re-evaluated when the quote is submitted or converted to an order.

FAQs

Why are out-of-stock sizes included when copying a quote?
Copying quotes is designed to preserve the original quote structure for internal review and reuse, regardless of current inventory availability.

Will out-of-stock sizes prevent the quote from being copied?
No. Quote copy always succeeds, even if some sizes are unavailable.

Does this behavior apply to customer reorders?
No. Customer reordering follows different rules and is documented in a separate Help Center article.

Additional resources

• How to Create a Quote in Business Hub
• Edit a Quote
• Copy an order in in Business Hub
• Reorder previous purchase - Customer view