Forum Discussion

TimS's avatar
TimS
Contributor 2
11 months ago

Duplicate Quote Templates

I love the quote templates.   Can I put in a request for duplicating them instead of starting from scratch each time?

quote approvals

2 Replies

  • MrElectro's avatar
    MrElectro
    Contributor 3
    10 months ago

    I would love to be able to duplicate an existing quote for when a customer has a quote sent and then asks for changes  - you either have to edit the existing quote or create similar and then add the customer again and then edit 

  • jade's avatar
    jade
    Jobber Support Team
    11 months ago

    Hey Tim! Thank you for the question. We do not have a way to duplicate templates at this time. However, this feature is still in testing, and your feedback is very important! 

    Please go to the Gear Icon > Jobber Labs > Advance Quote Customization (Beta) > Give Feedback 

    Any feedback entered here will go directly to the team that is working on this feature!