Copying Quotes

Modified on Tue, 20 Aug at 10:35 AM

If you need a new quote that is similar to an existing one, an easy way to create new quotes in WorkGuru is to copy an existing example. From the quote detail page of the quote you want to copy, select Copy Quote.

The quote details and line items will be duplicated to a new quote page. Edit the quote details as required, noting the quote name will default to "Copy of ..." and will need to be updated. Click Save or Save and Issue to create the new quote.

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