A quote can be versioned — a new version in the same family, sharing the quote reference — or duplicated — an independent copy with a new reference. Both start from Version or duplicate at the top right of the quote, or from the quote's row menu on the Quotes page.
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Version |
Duplicate |
|---|---|---|
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Reference |
Same as the original — QUO-2026-0018 v2 |
New — for example QUO-2026-0031 v1 |
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Use when |
The same customer wants a change to a quote you have issued |
You want to reuse a quote as the starting point for something else |
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On the Quotes page |
Grouped under the original, with an expander |
Its own row |
Neither carries the original's send history; the new quote has not been sent.
The Version or duplicate dialog
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Version this quote — "Creates a new version in this family".
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Duplicate — "Independent copy with a new reference".
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Quote template and PDF quotation — the templates for the new quote. Default: the original's.
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What to carry over — Header information (customer, dates and terms), Line items, and Documents & material match.
To create a new version
Before you begin
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The original quote is the version you want to start from. Use the version switcher at the top right to move to it.
Procedure
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Open the quote. If it is locked, select Create new version in the lock banner. Otherwise select Version or duplicate, then Version this quote.
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Check the Quote template and PDF quotation, and change them if needed.
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Select what to carry over: Header information, Line items, Documents & material match.
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Confirm.
The new version opens as a Draft, numbered one higher than the highest version in the family, with a chip linking back to the version it came from. On the Quotes page the family's expander count goes up by one.
To duplicate a quote
Procedure
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Open the quote and select Version or duplicate, then Duplicate.
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Check the templates and select what to carry over.
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Confirm.
The copy opens as a Draft with its own reference and appears on the Quotes page as its own row.