Back to
Quotation

How to clone a quotation

Learn how to clone an existing quotation in Nex.

Important

  • This feature is available using the Nex Premium plan. Learn more about our subscription plans.
  • To clone a quotation, you need to have a quotation already saved in Nex. Click here to see how to create a quotation.

Let's learn how to clone a quotation?

1. On the Sales screen, click on Quotations.

2. Select the quotation you want to clone.

3. Click on Copy.

4. The cloned quotation will open on your screen. Check the details and click on Save - F2.

You can edit the quotation before saving—add or remove items, give discounts, set up delivery, change the customer, and more.

Done! You've learned how to clone a quotation.

‍

See more Tutorials of  

Quotation