Watch: How to duplicate a quote or invoice in SalesThumb (0:41)
Repeat jobs and similar vehicles don't need to be built from scratch. Duplicate an existing quote or invoice and change only what's different.
Duplicate a quote
- In the sidebar, click Sales, then open the quote you want to copy.
- Click the ⋯ menu, then Duplicate quote.
- A new quote opens with the same customer, vehicle and line items. Nothing is saved yet.
- Change what you need, like the quantity or price, then click Create Quote.
The original quote isn't changed. Duplicate quote is available whatever status the original is in, including declined and expired quotes.
Duplicate an invoice
Invoices work the same way. Open the invoice, click the ⋯ menu, then Duplicate invoice. A new invoice opens with the same details for you to edit and save.
Frequently asked questions
Q: Does duplicating a quote change the original?
A: No. The copy opens as a new, unsaved quote and the original stays as it was.
Q: Can I duplicate a declined or expired quote?
A: Yes. Duplicate quote is in the ⋯ menu whatever the quote's status.
Q: Can I duplicate an invoice?
A: Yes. Open the invoice, click the ⋯ menu, then Duplicate invoice.