The InDepthRep Program allows for the copying of line items from one quote to another. This is especially useful in the case of jobs that are repeated such as chain stores or national specifications.

The only information that can be copied, are the line items. All quote header information must be re-entered as normal.

To copy a quote.

1. Click on the New Quote button.

2. In the Job Name field, type in all or part of the name for the SOURCE quote.

3. Click on the filter button. This will bring up all possible matches for the source quote job name.

4. Select the desired source quote by highlighting the quote. (Click in the Grey area to the left of the quote name to highlight.)

5. In the bottom right corner of the New Quote window, check the box next to the “Duplicate Quote ##### (the ##### will display the number of the currently selected quote). This will select the currently highlighted quote as the source quote.

6. In the Job Name field, enter the job Name for the NEW quote.

7. Select either Phone or Scan for the desired type of quote.

   1. It is normally best to select the same type of quote as the source quote.

8. A pop-up window will be displayed confirming the source quote and asking if you wish to duplicate it. Click Yes.

9. A pop-up window will be displayed informing of successful duplication and informing the user to review all quantities, options and pricing of duplicated items.

10. Continue entering Quote Header information as normal for the desired type of quote. (Phone or Scan)

11. Review any duplicated line items.

12. Add any new line items as necessary.

13. Add recipients to the Send To List as necessary.

14. Send the quote out to all desired recipients.