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How can I duplicate a previous quote ?

New Member
Posts: 3
Country: United States

How can I duplicate a previous quote ?

Often I want to generate a quote similar to a previous one, part numbers and all. Is there a way to do that? For now I'm stuck wtih a ton of tedious cut and paste.

Bronze Elite Contributor
Posts: 2,546
Country: New_Zealand

Re: How can I duplicate a previous quote ?

If your quote is derived from an ACT! opportunity and the product/services details are included then you can, in the Opportunities detail or list view, choose the menu item Opportunities | Duplicate Opportunitiy.. You may tnen need to associate the opportunity with a contact then you need to do so manually.  

Alternatively, you could duplicate the opportunity across a lookup of contacts in bulk, using our free addon, Opportunity Duplicator, available from http://www.freeactaddons.com/free-addons 

 

Graeme Leo
Xact Software - consultants and developers
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New Member
Posts: 3
Country: United States

Re: How can I duplicate a previous quote ?

Cool! I thought I had tried that and got a duplicate without any part numbers. But now it is working. Thank you so much!

Greg