Copy a Quote

After a quote has been sent, you cannot edit it unless your profile gives you permission to do so. However, you can make a copy of the quote, edit the copy, and then send the copied quote to a customer.

1. While editing an opportunity, click the Quotes tab.
2. Right-click the quote you want to copy and select Copy.
   The copied quote appears in the quote list with a name of “Copy of <quote>” and its status is set to Unsent.
3. Right-click the copied quote and select Open to edit as necessary. See Add a Quote to an Opportunity for field descriptions.
4. Click OK to save your changes to the copied quote.
5. Click Save.