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.

NOTE: To manage quotes, ensure you have the necessary quote-related permissions enabled in your user profile under the Team feature, within the Money permissions group.

Step 2: Open Financials

In the client card, navigate to "Financials" tab and then select the "Quotes" subtab. Here you can see all the quotes created for a client.

Step 3: Clone a Quote

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

Once you clone the quote, the quote creation modal will appear, allowing you to edit any details, just like when creating a new quote.

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

By following these steps, you can clone quotes you've created for your clients.

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.