Creating a new Quote Version
appero quote offers you the option of using existing quotes - including the products they contain, individual conditions and manual adjustments - as a template for a new quote. The "Quote as template" option is our recommendation when renegotiating a quote in order to maintain a history of the opportunity through various quote versions.
New quote version with one click
Using the "New Quote Version" button directly on the quote page, you can create a copy of the quote for the respective opportunity with one click.
The path via the opportunity and the "New quote" button with the necessary selection between different quote templates and other existing quotes is no longer necessary.
Depending on the opportunity status, the button is automatically displayed next to the quote action buttons; alternatively, you can insert it as a separate button (NewQuoteVersion) in the page layout.
Automatic transfer of the quote recipients
When copying a quote using the ‘New quote version’ button, the contact and account data from the original quotation is also automatically transferred – this saves time and reduces errors when copying existing quotes.
When copying a quote using the ‘New quote’ button on the opportunity, the contacts are still reset and transferred from the current opportunity.
Related Links
Calculation when Using existing Quotes as a Template and when Copying Opportunity Products