Duplicate a Quote Or Order Form Template
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.
- Go to Settings>Quote>Forms and select the form you want to copy.
- Click the top Edit button.
- Click Duplicate.
- Enter a name for your new Quote Form.
- Make the desired changes to this new, additional Quote Form Template.
Now this Quote Form will be available when you Print or Email.