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hello my name is jeremy with activate in this video is going to show you how to create a quote from an existing quote and how to create a quote from a sales order so were first going to copy an existing quote from the inner quote window and were going to get to that quote window from our sales list now this list is going to show all sales documents sales orders and sales quotes if youd like to you can create a custom filter select the plus sign move down the type enter a value and choose quote select ok and this will now display only your quotes so once youve chosen the quote you want to copy select it select copy should a new sales quote be created for the customer base sure yes if you need to make any changes make your changes and select save and thats how to create a quote from an existing quote next were going to copy an existing quote from the inner quote window but were going to get to that quote window a different way you can select sales quote and this will open up a new
