Hi. I want to have our quotes in 2 formats so I would like to duplicate our customized form and save it as a new form. Is this possible to do or do I have to create a whole new form?
Hi @Patti
In order to duplicate any form, open the customised form template, choose Save as option, give it a different name and save the changes. This will create another copy of the same form. Let me know if you have further questions on this.
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