All Collections
FAQ
Quotes
Can I copy a quote?
Can I copy a quote?
Patrick Poirier avatar
Written by Patrick Poirier
Updated over a week ago

The way to copy a quote into Plannit is to start by creating a "template" of quotes for jobs you do frequently and once done, you will simply select it and send it to all your future clients who require the same work.

To learn more about the steps to create a quote template, here is a guide to help you: Create a quote template

Did this answer your question?