Copy a Quote with Options

If I copy my quote, do the sections remain optional or not optional as per the original quote?

Yes! These will remain as is.


If I create a quote template from a quote with options do the sections stay optional?

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. 


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

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