Duplicate a quotation

To duplicate a quotation, click on the Road icon on the main menu and select Quotations. Open the specific quotation you wish to duplicate.

Click on the menu within the specific quotation and select Duplicate.

The date and hour of the start of the trip for the duplicated quotation are copied from the actual but can be modified.

Specify whether or not to attach any relevant notes if necessary and whether to assign the same resources (drivers, vehicles, and assistants.)

The item Assign resources is only available in the case of a quotation with an added option.

Finally, click on Continue.

Save your duplicated quotation to complete the operation.
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Sengerio SUPPORT | 2024