Duplicate A Quote Or Order Form

Do you need to quickly make a Quote or Order Form that is nearly the same as an existing Form? Duplicate an existing Form and modify the new Form. For example, you may need one Form that shows the measurements in the Drawing and another form that hides the measurements in the Drawing while all other Fields are the same.

  1. Go to Settings > Quote & Order > Forms > click the Form you want to copy.
  2. Click Edit icon in the Form Template Info area.
  3. Click  the Duplicate icon at the top of the Edit Form box.
  4. Enter a name for the new Form and make any necessary changes to the Form/Fields.duplicate a form template and rename it
  5. The new Form will be available when you Print or Email a Quote or Order.print or email with a duplicated form

Still need help? Contact Us Contact Us