How to Clone a Quote

In this article, we will cover how to clone a quote from the client card.

Step 1: Navigate to the Client Card

Log in to your Pabau account, and from the search bar on the top of the page, search for the client and open their client card.

Step 2: Open Financials

Once you're in the client card, navigate to "Financials" tab and then choose "Quotes" from the menu.

Step 3: Clone a Quote

Once you've chosen the quote you wish to clone, click on the three vertical dots on the right-hand side, and from the available actions, choose "Clone."

A menu will appear with 5 steps to complete, where you can edit the cloned quote and add changes if you wish. Once done, click on "Save."

You can see the cloned quote next to the original one on the client card.

By following these steps, you can clone any quote you require, and you'll always find it under "Quotes" in the client's card.

For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.

Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.