Copy project quotes
You can create a new project quote by copying an existing one. To do so, on the Project Quotes list page or the Project Quote details page, select the project quote that you want to copy and then select Copy. A dialog opens where you can enter the parameters of the copy. The following table lists the fields that are included in the dialog. Depending on the values that you select, the copy process might change.
The Topic field is where you can enter a relevant topic or name to the target quote. The system sets the topic of the source quote with the suffix of copy when the dialog opens.
The Potential Customer field is the primary customer on the quote and reference to the customer's company or account information. The system sets this field to the account on the source quote when the dialog opens.
The Contracting Unit field is the organization unit that's responsible for delivery of the project that's associated with the deal.
For more information, see Copy project quotes.
When you select OK on the dialog, the system creates a copy of the project quote based on the parameters that you selected in the dialog. Then, the new project quote opens.
Copy quotes and contracts across legal entities
This feature allows you to specify a new legal entity, customer, and business unit when duplicating or replicating quotes and contracts. For scenarios where a quote or contract needs to be copied, it might be necessary to recreate it within a different legal entity to reflect a change in the delivery model. This capability gives you more control and flexibility by enabling you to directly define the target legal entity and associated business units during the process of copying or replicating these records. It enhances the efficiency and accuracy of managing contracts and quotes, ensuring that they align with the appropriate organizational structures and operational contexts.