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Duplicating a template lets you reuse an existing sales funnel configuration as the starting point for a new template. This saves time when you need similar configurations for different regions, customer segments, or product lines. The duplicate includes all settings from the original template: Catalog, Pricebook, Payment Terms, and Contract Model references.

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Prerequisites

You need Admin or Manager role permissions to duplicate templates.

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Access the templates list

In the left side menu, click Template.

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Duplicate the template

1

Locate the template

Find the template you want to duplicate in the template list.
2

Open the duplicate action

Click the ⋯ menu at the end of the template row and select Duplicate.
3

Configure the new template

Review and update the duplicated template’s name and settings as needed. The copy inherits all configuration from the original — Catalog, Pricebook, Payment Terms, and Contract Model references.Click Save to confirm any changes.
The new template is created with a Draft or inactive status. You can edit it without affecting active quotes.

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What happens next

The duplicated template appears in your templates list. You can now:
  • Edit the Catalog or Pricebook to customize products and pricing
  • Modify Payment Terms for different deal structures
  • Update the Contract Model with region-specific legal language
  • Activate the template when ready to use it for new quotes
Use clear naming conventions like “Enterprise - US Q1 2024” or “SMB - EMEA Standard” to distinguish duplicated templates.

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Troubleshooting

Only Admin and Manager roles can duplicate templates. Contact your administrator if you need this permission.
The duplicate inherits all references from the original template. Edit the new template and select the correct Pricebook from the template settings.
Template duplication only works within the same workspace. You’ll need to manually recreate the template configuration in another workspace.

Create a template

Build a new template from scratch

Edit a template

Modify template settings and references

Template overview

Learn how templates work in Qwoty

Manage catalogs

Configure product catalogs for templates