Quotes can be duplicated or linked to other quotes to manage multiple versions for the same customer or job. These options help organize revisions, alternates, or related project proposals under a single record structure.
The Copy Quote function creates a duplicate of an existing quote. This is useful when preparing alternate proposals or variations of the same job.
To copy a quote:
- Highlight the quote on the Quotes Browse screen.
- Click the Copy Quote button,
, on the toolbar.
- In the dialog box, select New Quote.
- In the next dialog, choose which lines to include by tagging/untagging. Use the select button to confirm your choices.
The system creates a duplicate quote and displays it in the Quotes list.
The new quote will:
- Be assigned the next available Estimate Number automatically, unless manual numbering is enable.
- Retain the same customer, job, and line item details as the original.
- Function as an independent quote that can be edited, printed, or exported separately.
The Relate Quote option links a new quote to an existing one. This is helpful when managing alternate versions or proposals for the same project.
To create a related quote:
- Highlight the quote to serve as the Primary Quote.
- Click Copy Quote,
- In the dialog box, select New Related Quote.
- In the next dialog, choose which lines to include by tagging/untagging. Use the select button to confirm your choices.
The system creates a related quote and links it to the primary. Once related:
- The original quote becomes the Primary Quote and cannot be deleted.
- The Related Quotes button,
, becomes active. If no related quotes exist, the button remains grayed out.
Clicking the Related Quotes button lists the primary quote and all related versions. Click it again to return to the full Quotes list.
A Quote Type column in the browse screen identifies whether each quote is Primary or Related.
Two existing quotes can also be grouped together after they have been created.
To relate existing quotes:
- Highlight the quote you want to make the Related Quote.
- Click the Related Quotes button,
- When prompted, select Yes to relate this quote to another.
- Search for the quote to become the Primary Quote by number or name.
- Highlight it and click Select.
The selected quotes are now linked, and the relationship is reflected in the Quotes Browse list.
Note: Relationships cannot be removed. To unlink quotes, one of the quotes in the related group must be deleted.
Once quotes are related:
- Both quotes remain editable, but only one of them will be exported.
- The Primary Quote cannot be deleted.
- The Related Quotes button can be used to view all versions in the related group.
- , copied again, or printed independently.
- Deleting a primary quote is not allowed until all related quotes are removed or unlinked.
Tip: When exporting a related quote to a customer order, refer to Export Quotes for detailed behavior of related versions during export.
When any quote in a related group is exported:
- The exported quote and all related quotes are marked as Exported.
- Only the quote that was actually exported receives an Export Date.
- All quotes in the related group are considered completed, meaning no additional exporting or editing is allowed within the group.
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