Copy a Quote

Sage 50 allows you to create a new quote by copying an existing one.

To copy a quote from the Quotes screen:

  1. Go to Tasks>Quotes/Sales Orders/Proposals.
  2. Click the List button.
  3. Open the quote you want to copy.
  4. Click the Copy button.
  5. The new quote appears on the screen.
  6. Add or edit the information on the quote as necessary.
  7. Click Save.
What do you want to do next?

Copy a different type of transaction