FLOBOT New Quote Features – Part 7: Quote duplicating feature

There will probably be occasions when you will want to duplicate your quote.

Here’s how to get it activated:

Activating the quote duplicating feature.

  1. Go to the quote that you wish to duplicate
  2. Click the three-dot actions menu icon and select Quote copy / transfer. Screenshot (51)
  3. Select the Action as Duplicate from the dropdown menu Screenshot (52)
  4. Enter order id (Order id you wish to duplicate the current quote) Screenshot (53)
  5. Click go.

Now, you will be able to see the quote duplication on the order id you’ve entered previously in the order id text box.

Note : Here, you will be able to see the duplication of Quote information, Quote dimensions, Quote option, Description of work proposed and Further details.