Copy a quote
Copy a quote-
Sometimes to speed up the quote process it is easiest to simply copy an old quote. In SalesDriver that not only bring in the proper quote details but also recalculates the price based on the current pricing for the days in question. This video will show you how.
In this video we will cover the following topics-
- Copying a single variation quote.
- Copying a multi variation quote.
- How pricing gets set during the quote copy process.
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