Duplicate An Order To Create A New Quote

Do you need to create a Quote that is similar to an existing Order? Duplicate the Order to create a new Quote, then make any necessary modifications.

1. Open the Order to duplicate.
2. Click the Edit icon in the Order Info area.
3. Click the Duplicate icon.
4. Enter a Quote Name for the duplicate.
5. Select to have the new Quote in an Account, associated with a Job, or Standalone.
6. In the bottom section, select which parts of the Order to duplicate into the new Quote.