Copying a Quote

Copying makes a new quote with the same lines and amounts. Use it when you want to repeat a similar job for the same client or someone new.

Steps

1. Open the quote you want to copy.
2. Click Other at the top.
3. Click Make a copy.
4. Follow the prompts. You can pick a different client or date if the window asks.

Xagle opens the new quote when it is ready.

If you do not see Make a copy, ask your admin.