Overview:
This document outlines the step-by-step process to duplicate an existing quote on Xvantage.
Process:
Log in to Xvantage.
From the left-hand menu, click My Business and select Quotes from the dropdown list.
On the Quotes page, locate the quote you want to duplicate.
Click on the quote name to open its details.
On the quote detail screen, click the Clone Quote button.
Once clicking on the Clone quote function, a pop up window opens. Here, the system will ask how many copies the user wants. Indicate the number of copies, then click Confirm.
The system will generate a confirmation notice and the copy/copies of your quote to the registered email address.
Check the registered email for the notification and click on the Review Your Quote link inside.
This link will lead back to the Xvantage platform indicating the quote’s complete details: the name, quote ID, Line Items, End Customer and Expiration Date.
Review this carefully, then make any necessary changes such as updating the customer details, quantity, or pricing.
Click Save to create a new quote.
