Business Development
Clone and Modify a Quotation

4min
Introduction
Logic simplifies the quotation process by allowing users to leverage existing quotations that share similar characteristics. By reusing information from these quotations, users can swiftly initiate new quotations without manual data entry, saving valuable time. 
When copying quotations, the body data from the original quotation can be imported into the new one, further enhancing time efficiency.
To learn how to import body data into the new quotation, click here.﻿
Conditions
You must have an existing quotation to copy.
Guided steps
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<iframe src="https://scribehow.com/embed/How_to_Clone_and_Modify_a_Quotation__HRS_VBsoQIGPU0egmJc-Ag?removeLogo=true" width="640" height="640" allowfullscreen frameborder="0"></iframe>
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What I learned
1
You don't have to create quotations from scratch every time because you can simply copy existing quotations for reuse.document
2
When quotations are copied, they also acquire the body data, resulting in additional time savings.
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Manage documents in the e-File
Hide a Quotation