> ## 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 template

> Create a copy of an existing template to quickly build new sales configurations

{/* AUDIT NOTE: Nav confirmed: Template (top-level sidebar item). ⋯ row menu confirmed: Edit, Duplicate, Delete. Duplicate option label confirmed. Whether clicking Duplicate opens a dialog or duplicates immediately was not tested to avoid creating test data — left as TODO. */}

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.

## Prerequisites

You need **Admin** or **Manager** role permissions to duplicate templates.

## Access the templates list

In the left side menu, click **Template**.

## Duplicate the template

<Steps>
  <Step title="Locate the template">
    Find the template you want to duplicate in the template list.
  </Step>

  <Step title="Open the duplicate action">
    Click the **⋯** menu at the end of the template row and select **Duplicate**.
  </Step>

  <Step title="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.
  </Step>
</Steps>

<Note>
  The new template is created with a `Draft` or inactive status. You can edit it without affecting active quotes.
</Note>

## 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

<Tip>
  Use clear naming conventions like "Enterprise - US Q1 2024" or "SMB - EMEA Standard" to distinguish duplicated templates.
</Tip>

## Troubleshooting

<AccordionGroup>
  <Accordion title="I don't see the duplicate option">
    Only **Admin** and **Manager** roles can duplicate templates. Contact your administrator if you need this permission.
  </Accordion>

  <Accordion title="The duplicate has the wrong Pricebook">
    The duplicate inherits all references from the original template. Edit the new template and select the correct Pricebook from the template settings.
  </Accordion>

  <Accordion title="Can I duplicate a template to a different workspace?">
    Template duplication only works within the same workspace. You'll need to manually recreate the template configuration in another workspace.
  </Accordion>
</AccordionGroup>

## Related resources

<CardGroup cols={2}>
  <Card title="Create a template" icon="plus" href="/user-guide/templates/how-tos/create-quote-template">
    Build a new template from scratch
  </Card>

  <Card title="Edit a template" icon="pen" href="/user-guide/templates/how-tos/duplicate-template">
    Modify template settings and references
  </Card>

  <Card title="Template overview" icon="file-invoice" href="/user-guide/templates/how-tos/duplicate-template">
    Learn how templates work in Qwoty
  </Card>

  <Card title="Manage catalogs" icon="books" href="/user-guide/catalog/introduction">
    Configure product catalogs for templates
  </Card>
</CardGroup>