How to Copy a Quotation

The Copy Quotation function is found in the Request. You can access the Requests in 2 different ways: 

1. From the Dashboard, click on Requests. Search for the request and double click to open it
2. OR, if you are already in the Quotation you want to copy, click on File (top lefthand corner) and select Open Request ...

Copy the Quotation as follows: 

• Once you are in the Request, click on the Quotations button at the top of the screen
• Highlight the quotation you wish to copy
• Click on the Copy Quotation button at the top of the screen
• In the Copy Quotation screen, click Next
• Rename the quotation 
• If you are copying the quote to another Request, click the Find Button  and search for the request you are copying it to 
• Select the items you want to copy (i.e. Allocations, Reservation Details, Exchange Rates)
• Click Finish 

Your quotation has now been copied.