About
When multiple quotes with similar details are needed, a quote record can be cloned rather than manually creating similar quotes.
In this Article
Cloning from an Opportunity Record
How Does Quote Cloning Work?
When a quote is cloned, the new quote displays all data from the original quote including custom field values. Once the cloned quote has been saved, the quote products from the original quote are copied over to the cloned quote and the cloned quote will be associated with the original quotes opportunity although any PDFs from the original quote will not be copied over to the cloned quote.
Clone a Quote
Cloning from an Opportunity Record
- Navigate to the Opportunities object located on the left of Insightly CRM and from the list view, locate and open the opportunity record that contains the quote that needs to be cloned.
- From within the opportunity record, select the Related tab and locate the Quotes section.
- Within the Quotes section of the Related tab, locate the quote that will be cloned and click the three dot menu on the far right; from the available options, select Clone this Quote.
- The Add New Quote popup will appear where data from the original quote will be prepopulated and can be edited as desired.
- Once Save is clicked, the record of the cloned quote will display and the cloned quote will also display in the Quotes section of the Related tab for the opportunity the quote was cloned too.
Cloning from a Quote Record
- Navigate to the Quotes object located on the left of Insightly CRM and from the list view, locate the quote record that needs to be cloned.
- Via the three dots menu for the quote in the list view, select Clone this Quote (this option is also available via the Actions button within a quote record).
- The Add New Quote popup will appear where data from the original quote will be prepopulated and can be edited as desired.
- Once Save is clicked the record for the cloned quote will display and the cloned quote will also display in the Quotes section of the Related tab for the opportunity the quote was cloned too.
- Via the three dots menu for the quote in the list view, select Clone this Quote (this option is also available via the Actions button within a quote record).