Duplicate a Quote Or Order Form

It is sometimes useful to copy an existing Quote Form so you can use it to create a slightly different Quote Form. For example, you might want one form that shows the measurements on the drawing and another form that hides the measurements on the drawing.

  1. Go to Settings>Quote>Forms and select the form you want to copy.

    select quote you want to copy

  2. Click the top Edit button.

    edit form template

  3. Click Duplicate.

    duplicate template

  4. Enter a name for your new Quote Form.

    name new template

  5. Make the desired changes to this new, additional Quote Form Template.

    make changes

  6. Now this Quote Form will be available when you Print or Email. print new template

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