Copy or duplicate a quote

After creating a proposal to a lead, you can easily make a copy or duplicate of the quote.

As a user of the lead manager, once you've made an offer to one of your leads, you now have the option to effortlessly create a copy or duplicate of this quote.

What is the difference between copy or duplicate? 

• ​Copy allows you to create a copy of your quote for another account.
• Duplicate creates a copy within the same deal, which allows you to create the same quote with a slight variation.

How to copy or duplicate a quote

Step 1: Go to the quote you'd like to re-create.

Step 2: Go to Options... > Copy or Duplicate
​