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Copying or Revising a Quote


There are two ways to create a quote based on an existing quote:

This task is a step in Process of Creating Quotes.

NOTE:  The user can use the Quote screen to create a new opportunity associated with an existing or new account. The user cannot use the Quotes screen to edit any existing opportunity or account. The user cannot change the association between any existing opportunity and account, but the user can associate a different opportunity or account with the quote.

Related Topics

Setting the Price List for Quotes

Creating Quotes

Allocating Vehicles to a Quote

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