Copy quote

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. By using this feature, you can boost efficiency, reduce errors, and manage your quoting process with greater ease and accuracy.

Prerequisites

• You must have Administrator, Sales Manager, or Sales Team permission to use this feature.

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.

   When copying a quote, any price overrides applied to line items in the original quote will be maintained in the new quote.