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      1. Moraware CounterGo Knowledge Base
      2. Orders

      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.