How to copy a quote

Learn how to copy quotes here!

CustomerSuccessTeam avatar
Written by CustomerSuccessTeam
Updated over a week ago

To copy a quote from one account to another is super easy and only takes a few seconds!

  1. Open the quote you want to copy and click the small button with three dots at the bottom right. Click Copy.

  2. Select the account and contact you want to copy the quote to. Click Copy.

  3. The quote has now been copied and you can either save it as it is or fill in more information.

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