- Search Quotes to locate the quote in question
- Click the "Clone Quote" button
- If it's for the same customer then leave the customer as is, otherwise, select someone else.
Alternatively, you can clone to a group reference by entering a valid group reference in the group reference box.
- At this point you can change template, change job for that customer if applicable, set the cancellation status.
If this quote supersedes the quote you are cloning then mark it as such.