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Duplicating a template lets you reuse an existing configuration as the starting point for a new template. This saves time when you need similar templates for different regions, customer segments, or product lines.

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Prerequisites

You need write access to templates.

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Duplicate the template

1

Open the templates list

In the side menu, click Template.
2

Select Duplicate

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

Review the new template

A new template page opens, prefilled with all the settings of the original: catalogs, pricebooks, discounts, taxes, terms, contract models, content blocks, approval workflows, customer view, and validation settings. The Name is set to the original name followed by “(copie)”, and the API Name ends with _copy.Change the name and the settings you need.
4

Save

Click Save. Nothing is created until you save.

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What happens next

The new template appears in your templates list. The original template and the quotes created from it aren’t affected.
Use clear names such as “Enterprise - US” or “SMB - EMEA Standard” to tell templates apart.

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Troubleshooting

You need write access to templates. Contact your administrator.
No. Duplication works within the current workspace. Recreate the template in the other workspace.

Create a template

Build a new template from scratch

Template settings

Every tab and setting

What is a template

How templates work in Qwoty

Manage catalogs

Configure product catalogs for templates
Last modified on October 27, 2026