Visma eAccounting Smart
Copy quote
Copying a quote is a time saver if you for example need to send several similar quotes to different customers. If the quote has the status Accepted, you can no longer edit it. In such cases, copying the information to a new quote, making your changes and resending it could be a good option.
- Select Sales - Quotes.
You can copy quotes that are found under Drafts, Quotes in progress and Converted quotes.
- Select the quote you want to copy from the list.
- Select Actions - Copy to create a new quote based on all information from the copied quote.
- Make any necessary changes to the quote.
- Do one of the following when you are finished with the quote:
| Send quote by email | The quote is automatically sent to the email address specified for the customer in the customer register. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Create PDF | The quote is saved as a PDF and you are notified that it is ready for printing. The quote is saved under Quotes in progress and is given the status Awaiting. |
| Save draft | The quote is not sent to the customer, but instead saved under Drafts. |
Related topics
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Quotes |
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Create quote |
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Accept quote |
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Delete quote |
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Create invoice from quote |
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Create order from quote |
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Copy invoice |
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Copy manual journal entry |