SPEC 5699 - Quotes Duplication

Date Released: May 2018

Modules: Navigator Order Management

Description:Adds a new Available option, Duplicate Quote, for Quotes.

Reason: Provides a "Save As" functionality for quotes.

Enter an account in the pop-up that appears.

Click Submit to save the quote under the entered account.

Notes:

  • Pricing for the new quote will be pulled in from the new account.
  • The Job Name in the header (in the example above TESTQUOTE2) is copied over from the original quote.
  • The quotes are not associated; meaning that changes to one will not affect the other.