Copying and varying quotes - best practice

[John Wellar]

We often vary a quote a number of times before getting to an order stage.  I assume best practice is to save, send but not submit until the quote is accepted.

We also often have to do a quote very similar to a previous quote.  Is there any way tio copy a quote and change customer?

Thanks 

John

[Rushabh Mehta]

On 13-Jun-2014, at 10:21 am, John Wellar <jwel...@gmail.com> wrote:

We often vary a quote a number of times before getting to an order stage.  I assume best practice is to save, send but not submit until the quote is accepted.

The best practice is to submit, then cancel and amend. This way you get a unique number (-1, -2 etc) for each quote and it will not only keep a history, but there won't be any ambiguity when you are discussion with your customer.

We also often have to do a quote very similar to a previous quote.  Is there any way tio copy a quote and change customer?

yes! Open the Quote and do File > Copy

Thanks 

John

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