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7.9 - Quote Stage

The project steps are predefined in the application, but it’s not mandatory to complete each step.

Written by Jacob Gagnon

New Quote

To create a new quote, click on the + in the Quote tab.

Select whether you want to:

(A) Create new quote

or

(B) Duplicate an existing quote

Duplicate a quote

It's possible to duplicate an existing quote. Once you've created a project, click on (B) Duplicate Quote.

A drop-down list of recent quotes will appear. Select the quote you wish to duplicate (A) and click on duplicate (B).

When I choose which quote to duplicate, I'm asked a question: do you want to copy the information from the original quote? If I answer yes, the system will duplicate the quote exactly as is, meaning it keeps the price changes (if any), the adjustments, the discounts and the terms of the copied quote. If I answer no, the prices will be updated with catalog prices, the adjustments will be reset to 0, and the preference conditions will be recopied.

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