4 years ago
Copy a quote in AccountRight
Hello, ahve been banging my head against a wall on this one for hours...
I want to copy a quote I have just completed (client has specifically requested multiple versions of the quote). Rahter than re-enter all of the data, I would rather just copy and change what I have to for the 2nd, 3rd version etc...
I cannot find any solution to this and I do not wish to setup a "recurring" quote as this scenario (as all others ahve and will be) is a one off.
Seems like a very basic problem without an answer! Thanks for any help available.