Copy and Paste Quote

How to copy and paste a quote

To copy and paste a quote, follow these steps.

  1. On the sent quote, click Copy

    Copy and paste quote on TERAWORK

     
  2. A pop-up notification will display “Quote Copied”.

    Copy and paste quote on TERAWORK

     
  3. To paste the quote for the same client or a different client, click on the attachment icon

    Copy and paste quote on TERAWORK

     
  4. On the pop up click on the quote icon (Q)

    Copy and paste quote on TERAWORK
     
  5. On the Quotation form click on Paste Quote

    Copy and paste quote on TERAWORK
     
  6. The copied quote will be pasted, check through and click Send Quote

    Copy and paste quote on TERAWORK