How to copy a quote

Highlight the quote you'd like to copy by clicking on it and then selecting the 'Copy' button on the top toolbar. 

• Related Articles

• Quote Status

  ClaricoQUOTE has two types of status options assigned to quotes, "Status" and "QuoteStatus". Each are defined below. Status Property : Status Type: enum Entered = 0 RequiresApproval = 2 ApprovalRequested = 4 Completed = 5 Sent = 30 NeedsAttention = ...

• Quote Work Flow

  Setup > Preferences & Costs >Quote Details >Quote Work Flow Sets the work flow steps of a quote Integration The work flow will add a "Submit" status when a quote in won. This allows for external integration to process all the quote that are won and ...

• Quote Detail

  Setup > Quote Details The following options are available in quote Details. Default Term - Quote Terms Default Ship Via - Quote Ship Via Cost Model Number of Cost Digits - Number of digits for cost values. Shipping Cost Type - Default shipping ...

• Quote Integration Status

  Quote integration status allows for syncing between ClaricoQUOTE and ERP system. ClaricoQUOTE provides several quote status options giving users the ability to customize syncing to best suit their quoting process. See below for available status ...

• Updated - Internal Quote Requests

  In this video, I demonstrate the new quote requests feature that we have implemented. I show how to manually create a quote request, including selecting an organization, adding a part from our library, specifying material, quantity, and eye-level ...