If you want to create a quote that's very similar to one you've made in the past, a great way to do this is to duplicate the quote and then edit the remaining details.
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What doesn't get transferred to the new quote?
The following items will not be transferred across to the duplicated quote. You will need to add them again to your new quote if applicable.
- Checklists
- Notes
- Documents and Photos
- Assets List
- Schedules
- Requests for Quotes
- Linked Tasks
- Assigned Resources