When copying a quote to send to another customer, the quote # stays the same, which is also the same # as the opportunity, and a dash is added each time you create a new quote.
- Open the opportunity
- Click on action button to the far right of the quote you want to copy
- Duplicate Activity
- Edit Bill To Customer, and Delivery Type
- Click on “Go To Next Step To Copy Products”
Another way to create a Duplicate Quote from an existing Quote
- Open the Quote
- Click on more drop down menu
- Select Duplicate Quote