Duplicate a Quote Form

When you make changes to a quote form, the changes are visible instantly ... so if you want to experiment, it's better to experiment on a copy. Here's how to make one.

  1. Go to Quote > Edit Settings
  2. Click on the quote you'd like to copy and select Duplicate Form Template...
  3. Give the quote a name and hit OK

Now you can edit the new form as desired without affecting the original form.