Copy a Quote with Options

Topic

When copying a quotes, these quotes my include optional sections.

When I copy my quote, do the sections remain optional as per the original quote?

Yes, these will remain as optional sections.

Note: When Copying an Accepted quote, the accepted options will reset to not accepted automatically.

Do the sections stay optional When I Convert a quote into a template?

Unfortunately, optional sections are not yet supported for Quote Templates in Tradify so the sections will default to Not Optional. When creating a quote from the template you will need to open the sections that you want to make optional and select 'Option' from the drop-down menu. 

Note: You cannot duplicate a quote with options on the mobile app.

Additional Information

For info on how to copy a quote to a template, see here: Turn an existing Quote into a Template