You can duplicate a document by following the steps below, this will copy the details to a brand new document (i.e. Quote, Job or Invoice).
In the following example, we are showing you how to duplicate a document in the Quotes section. You can follow similar steps to duplicate documents in the Jobs and Invoices sections.
1. Navigate to Quotes and click the reference number of the required quote document.
The Quote details page is displayed.
2. Click Duplicate quote.
The Create a duplicate of this quote dialog is displayed.
3. Check the box(es) against the fields you wish to copy.
4. Click Duplicate quote.
The quote is duplicated and displayed.
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