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QuoteWerks Knowledgebase Topic (Article ID 6497)

Documents - Copying a Quote from One Customer To Another

This information applies to :

Article ID
6497

Created/Updated
September 18, 2007

Category
Support


Are you using the most current release of QuoteWerks?
Version 5.5 Build 1
Question:

Lets say I have created a quote for Client A. I now have Client B wanting the same quote for materials. What is the best way to copy the quote that was already done for Client A for Client B ?


Answer:

Create a NEW quote and then use the File->Insert Document menu to insert the items from the other document into the new quote.

Alternatively, you can use the File->Save As menu to save the quote as a different quote, and then clear the Client A contact information from the Sold To/Ship To tab and pull in the Client B contact information.

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