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:
- Log into your DecoNetwork website.
- Browse to Business Hub > Quotes.
- Click View to load the quote you want to copy.
- Click on Copy Quote.
A Copying Quote progress popup will be displayed.
- Click OK.
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