Proposal

Copy Quote

In B2B sales, there are more than 6 to 10 decision-makers involved which leads to longer negotiations as well as corrections. This leads to a repeat loop, where for the same deal multiple quotes are created. so instead of starting from scratch, there is a huge gain in efficiency by taking an existing quote and making a copy. The place that we differentiate is that you can change the account in the copy process, so a winning quote created for a customer could be your starting point for the next similar customer.

The overview fields, custom tab with custom fields, and line item data including configuration, proposal text, and pricing details are copied.

The user(s) may also provide a boolean setting to decide if the price items with price condition = 0 should be copied. Go to 'Administration' > 'Setting Boolean' > 'Enable this setting to copy manual price items with base amount as zero' > toggle 'YES' or 'NO'

Here is an example where the Boolean Setting is set to 'No', price items with price conditions=0 are not copied over:

Performance

In case the quote is very large, you can also run this process in the background by selecting "Create in Background".