Copying/Linking Quotes
- 15 Jun 2022
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
Copying/Linking Quotes
- Updated on 15 Jun 2022
- 1 Minute to read
- Contributors
- Print
- DarkLight
- PDF
Article summary
Did you find this summary helpful?
Thank you for your feedback
If multiple Companies are bidding for one Job, you may need to send almost identical quotes to each of them. Avoid repetitive Entry by . . .
Copying a Quote - This creates a second identical quote with only the customer and contacts missing.
Linking Quotes - Linked Quotes are all for the Same Job, once one is converted to a Job, the others become irrelevant, and are 'deactivated.'
Linking Quotes - Linked Quotes are all for the Same Job, once one is converted to a Job, the others become irrelevant, and are 'deactivated.'
1. Create/Open the first Quote, that will be copied and/or linked.
2. From within the Quote, go to the "Linked Quotes" tab
3. Click the "Copy Or Link . . " button > "copy and link to new Quote"
Notice that there are 4 options here. If you Link two quotes together, when one of them is converted to a job, the other is deactivated. If you copy a quote, a second quote will be created with all the same information, but a different customer.
4. Select the new Customer
5. Note that you will need to select "Prepared For" on the next screen.
6. On the new Quote Select Prepared For, and make any other changes needed.
