Copy to a new quote
Choose Copy to new quote in the Actions menu. You get a new draft with its own number and a fresh validity period, and you are its owner. It keeps the customer and recipients, items, text, terms, payment schedule, attachments, currency and exchange rate. Change anything you need, including the customer, before sending.
Copy to a template
Choose Copy to template, type a name for the template and confirm. The new template opens in the library, ready to use for future quotes. Private notes are not copied. See Templates.
Archive
Archiving hides a quote from the Quotes page and the dashboard, including its figures, without changing it. It works for any status.
- Choose Archive in the Actions menu, or select several quotes with Bulk edit and choose Archive.
- The customer's link keeps working.
- To find archived quotes, tick Archived under Show on the Quotes page.
- Choose Unarchive to bring a quote back.
Delete a draft
Only drafts can be deleted. Choose Delete draft in the Actions menu and confirm, or use Delete drafts in bulk. Once a quote has been sent it cannot be deleted: withdraw or archive it instead.
Restore a deleted draft
- On the Quotes page, tick Deleted under Show.
- Click Bulk edit and tick the drafts to bring back.
- Choose Restore under With selected.
See also
Last updated 16 October 2026