Duplicate or delete a quote

Reuse an existing quote as a starting point, or remove one you no longer need.

Both actions exist in two places, and both ask you to confirm before anything happens:

• On the list — in the Actions column of the Quotes page. Duplicate is the third of the four row actions, delete is the last. Their tooltips read Duplicate quote and Delete.

• Inside the quote — under More actions at the top right, as Duplicate quote and Delete quote.

Use the list when you already know which quote you mean. Open the quote first when you want to look at a request before you copy or destroy it.

From the Quotes list

1

Open Quote list

Go to Quote list in the app navigation to reach the Quotes page.

2

Find the quote's row

Use the status tabs, or the search and filter control, to get to the quote you want. Check the Quote ID, Customer and Created at columns so you are certain it is the right one.

3

Use the duplicate or delete action

The Actions column holds four actions on every row — they are always visible, so there is nothing to hover for. In order: download PDF, resend email, Duplicate quote, Delete.

Duplicate and delete are available straight from the list.

4

Confirm

Neither action runs straight away.

Duplicating asks Duplicate selected quotes? — "Are you sure you want to duplicate the selected quotes?" — with Duplicate and No, keep them.

Deleting asks Delete selected quotes? — "Are you sure you want to delete the selected quotes? This action can't be undone." — with Yes, delete and No, keep them.

From inside the quote

1

Open the quote

Click the row on the Quotes page — clicking anywhere on it opens the quote, there is no separate Edit icon. The detail page opens, headed Quote # and its number.

2

Check you are about to copy or delete the right thing

Look at the line items — Products, Price & quantity, Total — and at Extra info in the right-hand column, where the customer's own message sits. The Timeline shows what has happened to the quote so far.

This is the step that stops you deleting a live request that looked like a test.

Check you have the right quote before duplicating or deleting it.

3

More actions > Duplicate quote or Delete quote

More actions sits at the top right of the quote. Opening it gives three entries: Download as PDF, Duplicate quote and Delete quote. Pick the one you want.

Duplicating copies the lines into a fresh quote.

4

Confirm

Duplicate quote asks Duplicate Quote? — "Duplicate this quote?" — with Duplicate and No, keep them.

Delete quote asks Remove Quote? — "Are you sure you want to delete this quote?" — with Yes, delete and No, keep them.

Duplicating

Duplicating copies the whole quote so you can change it without touching the original. It is useful when:

• A customer wants the same order again with different quantities

• You are quoting several customers for a similar job

• You want to try alternative pricing while keeping the original intact

Whichever route you used, the app confirms with Quote duplicated and then opens the copy for you, so you are already on the right screen to start editing. If it cannot, it says "Couldn't duplicate the quote."

Do not confuse this with Duplicate items, the button on a line inside an open quote. That copies one product line within the same quote. Duplicate quote copies the entire quote.

A duplicate counts as a new quote against your plan's monthly allowance. When you have used it up, Duplicate quote is greyed out on the row and the app shows the red Quote limit reached banner, with Upgrade plan and Contact support. See Plan comparison.

What to do with the copy

The copy opens on its own. Work through it before it goes anywhere.

1

Fix the prices and quantities

The copy carries the original's line items, so retype anything that differs in Price & quantity. Duplicate items adds another near-identical line, and the delete control on a line takes one off.

2

Fix who it is for

Change the Email and the Contact information in the right-hand column if this copy is for a different buyer. Getting this wrong is how one customer ends up seeing another customer's pricing.

3

Check the money, then send it

Look over Subtotal, the discount, shipping and tax rate links and Total in the Payment panel. Save your changes, then use Resend an email — see Send a quotation.

Duplicating is usually faster than starting from scratch — the customer details and products are already there. If you are building a fresh quote instead, see Create a quote manually.

Deleting

Deleting removes the quote from your list.

Deleting is immediate and cannot be undone.

Deletion takes the uploaded files with it. The app's own bulk-delete warning says so in full: "This action can't be undone. The quotes and any files uploaded to them are deleted permanently, including from previously exported links. Make sure you've saved any exported and uploaded files before deleting."

So if a customer attached a drawing, a spec or a purchase order to the request, download it before you delete — links you have already shared stop working too.

If there is any chance you will need the record — a dispute, or your own reporting — keep a copy of it before you delete. Note that Export quotes to CSV is a PRO plan feature, so on FREE or PREMIUM there is no export to fall back on.

If Export is greyed out with a padlock line — "🔐 This feature is available on …" — that is your plan, not a fault. Download the quote as a PDF instead before you delete it: see Download a quote as PDF.

Delete freely for the test quotes you raised yourself while setting things up. Be more careful with real customer requests, particularly ones sitting under Order created or Purchased.

Deleting several at once

Tick the checkboxes beside the rows you want and a Delete quotes action appears above the table. It asks Are you sure you want to delete the selected quotes?, carries the same permanent-deletion warning, and confirms with Yes, delete or No, keep them.

There is no bulk duplicate — copies are made one quote at a time.

If the quote is just cluttering your queue rather than genuinely finished with, use the buttons at the bottom of the Payment panel instead. Mark as unread puts it back under the Unread tab, and Mark as paid records that the customer has paid. Neither destroys anything.

Next steps

• Create a quote manually — build a quote from scratch instead

• Export quotes to CSV — keep a record before deleting

• Managing quotes overview — the rest of the Quotes page