> ## Documentation Index
> Fetch the complete documentation index at: https://docs.qwoty.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Duplicate a quote

> Create a copy of an existing quote to reuse its configuration and line items

Duplicating a quote creates an exact copy with all products, pricing, and configuration intact. This saves time when creating similar quotes for the same customer or adapting an existing quote for a new opportunity.

The duplicated quote is created in **Draft** status, allowing you to modify it before sharing with your customer.

## Prerequisites

* You have **Sales Rep**, **Manager**, or **Admin** role
* The original quote exists in any status

## Access the quote

Navigate to **Project** > **Quote** in the side menu. Find the quote you want to duplicate.

## Duplicate the quote

**1. Open the duplicate action**

Click the **\[BUTTON LABEL]** button or open the actions menu and select **\[DUPLICATE OPTION]**.

**2. Configure the duplicate**

In the duplication dialog, update the following fields:

* **\[QUOTE NAME FIELD]**: Enter a name for the new quote (defaults to `[Original Name] - Copy`)
* **\[OPPORTUNITY FIELD]**: Keep the same opportunity or select a different one
* **\[OWNER FIELD]**: Assign the quote to yourself or another sales rep

**3. Create the duplicate**

Click **\[CONFIRM BUTTON]** to create the copy.

## What happens next

The system creates a new quote in **Draft** status and opens it automatically. The duplicate includes:

* All line items with the same quantities, discounts, and configuration
* The same template, catalog, and pricebook
* Custom fields and descriptions
* Bundle configurations

The duplicate does **not** include:

* Approval history
* Dealroom activity or comments
* Signatures or acceptance records
* The original quote number (a new number is assigned)

> [!NOTE]
>
> If the original quote's pricebook or products are no longer active, the duplicate may contain warnings or pricing errors.

## Troubleshooting

> **The duplicate button is not visible**
>
> You may not have permission to create quotes. Contact your **Admin** to verify your role includes quote creation rights.

> **Product prices changed in the duplicate**
>
> The duplicate uses current prices from the pricebook. If prices were updated since the original quote was created, the new quote reflects the latest pricing. Lock pricing on the original quote before duplicating to preserve historical prices.

> **Custom configuration was not copied**
>
> Complex product configurations may not duplicate correctly if configurator rules changed. Review each configurable product and adjust settings as needed.

## Related resources

> **[Create a quote](/user-guide/quotes/how-tos/create-quote.md)**
>
> Build a new quote from scratch

> **[Quote statuses](/user-guide/quotes/reference/quote-anatomy.md)**
>
> Understand the quote lifecycle

> **[Edit a quote](/user-guide/quotes/reference/quote-anatomy.md)**
>
> Modify quote details and line items

> **[Templates](/user-guide/templates/introduction.md)**
>
> Configure quote templates


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