Copy quote

In this tutorial, you'll learn how to copy an order in Business Hub. Copying quotes can significantly boost your efficiency by allowing you to easily replicate and adjust existing estimates for new clients or projects. This feature saves you time and reduces errors, helping you manage your quoting process more easily and accurately.

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.