Business Development
Build from Clone

4min
Introduction
Logic has streamlined the process of building quotations. With just a few clicks, you can effortlessly copy header data and body data from a previously saved quotation by cloning.
Conditions
There must be an existing saved version of the quotation.
You must attach the Terms and Conditions before saving the quotation.
Guided steps
<iframe src="https://scribehow.com/embed/Build_from_clone_quotation__6p7MxaVPSWqCZ3AbYAsxsQ?removeLogo=true" width="640" height="640" allowfullscreen frameborder="0"></iframe>
<iframe src="https://scribehow.com/embed/Build_from_clone_quotation__6p7MxaVPSWqCZ3AbYAsxsQ?removeLogo=true" width="640" height="640" allowfullscreen frameborder="0"></iframe>
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What I learned
1
One can clone the header data or complete the saved version of an existing quotation into a new quotation.
2
The original quotation needs to have at least one saved version.
3
Modifications in the cloned version do not affect the original version.
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Manage Options
Build from Pricing Templates