Clone Quotes

It would be really helpful to sales and account managers if a quote could be cloned/duplicated.

There are two reasons for this:

1) When creating a quote there are options to set the expiry for 30 days, 60 days etc so these options are frequently used.

It is also preferable to setting a shorter deadline for quote expiration as it helps to focus the customer on a timescale for placing an order.

If the deal then does not close within 30 days the customer can no longer access the link to the quotation.

The only option then is to create a brand new quote with all of the same details, as there is no way to extend or clone the existing quote.

2) It is often desirable to create separate quotes with different combinations of products for the customer. However, as many of the details are the same between quotes, being able to use an existing quote as a template when creating a new one would be a big timesaver.