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Copying quote from another opportunity
Copying quote from another opportunity

How to copy a quote from one opportunity to another

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Written by Ashok P
Updated over 3 months ago

Cloud supports copying quotes between opportunities. This feature can be used to break out multiple "Accepted" quotes from within the same opportunity to create additional projects. This functionality can also be leveraged like a quote "template;" users can take a previous quote, copy it to a new opportunity, and use it as a template for a new opportunity.

To copy a quote from one opportunity to another:

  1. Go to the opportunity Details view of the opportunity from which you want to copy the quote.

  2. Click the 3-dot menu of the quote in the opportunity and click "Copy to." This will open a modal with opportunities.

  3. Select an opportunity and click "Copy."

If you want to copy the quote to a new opportunity, click "Copy to new opportunity." You will see the New opportunity modal for creating the opportunity. The quote will be copied to the new opportunity once created.

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