QuoteWerks Knowledgebase Topic (Article ID 6497)
Documents - Copying a Quote from One Customer To Another
This information applies to :
September 18, 2007
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 ?
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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