Copied Quotes
complete
Daniel Rediger
updated the status to
complete
Now when duplicating a quote, you can choose to copy the original lead intake form responses. We'll also use the same contract template as the source quote. You can also pre-select the new quotes service date(s) to make it easier to get started.
Autopilot
Merged in a post:
Duplicate a Quote
H
Hayley Thompson
Looking to have the ability to duplicate a quote, after it has been booked for repeat corporate clients! This would save having to input address, guest count, etc.
C
Cappuccino Man
Would also love the expiration date to copy
C
Chris Chase
Also contracts don't copy, that should too