How to Copy a Quote

Once you've created a quote, you can make a copy of it and send to either the same Lead or a different Lead. This is useful when you have a standard product that you quote for consistently, or when you want to re-send a quote but with minor adjustments.

To copy a quote, use the 3-dot menu dropdown as shown below:

You can then use the "Lead" drop-down to select either the original Lead or a new one:

Next Step: How to Send a Quote or Revising a Quote