Rental: New quote copy feature for Rental contracts (RCT)
K
Karisma Davis
started a topic
1 day ago
Classification: IMPORTANT
We are introducing a new quote copy feature for Rental contracts (RCT) in the context menu, making it easier to reuse existing quotes instead of recreating them from scratch. This enhancement significantly reduces the time required to create similar quotes while minimizing manual work and the risk of errors. Users can now duplicate existing quotes, reuse selected quote items, and adapt copied quotes for new rental opportunities.
Previously, rental representatives had to manually recreate quotes whenever similar contract terms were needed, even for the same customer or a slightly modified rental agreement.
With this enhancement, users can:
Copy an entire quote within the same rental contract or to another rental contract.
Copy quotes between contracts for the same or a different customer.
Copy selected quote items into a new quote within the same rental contract.
Choose whether to copy existing rates or recalculate prices based on current pricing rules.
Copy existing discounts or define a new discount during the copy process.
Adjust rental periods, shipping information, delivery terms, and locations before completing the copy.
Optionally include quote item notes and descriptions.
Maintain a reference to the original quote for audit purposes.
The original quote always remains unchanged, regardless of the copy operation. Quotes can be copied regardless of their current status, allowing users to reuse both active and expired quotes when creating new business opportunities.
When copying between contracts, the system automatically validates currencies, shipping terms, and product availability. If products have been discontinued or expired, those items are excluded from the new quote while informing the user. When customer currencies differ, rates are automatically converted according to the selected pricing option.
This enhancement provides a faster and more flexible quote creation workflow.
Karisma Davis
Classification: IMPORTANT
We are introducing a new quote copy feature for Rental contracts (RCT) in the context menu, making it easier to reuse existing quotes instead of recreating them from scratch. This enhancement significantly reduces the time required to create similar quotes while minimizing manual work and the risk of errors. Users can now duplicate existing quotes, reuse selected quote items, and adapt copied quotes for new rental opportunities.
Previously, rental representatives had to manually recreate quotes whenever similar contract terms were needed, even for the same customer or a slightly modified rental agreement.
With this enhancement, users can:
Copy an entire quote within the same rental contract or to another rental contract.
Copy quotes between contracts for the same or a different customer.
Copy selected quote items into a new quote within the same rental contract.
Choose whether to copy existing rates or recalculate prices based on current pricing rules.
Copy existing discounts or define a new discount during the copy process.
Adjust rental periods, shipping information, delivery terms, and locations before completing the copy.
Optionally include quote item notes and descriptions.
Maintain a reference to the original quote for audit purposes.
The original quote always remains unchanged, regardless of the copy operation. Quotes can be copied regardless of their current status, allowing users to reuse both active and expired quotes when creating new business opportunities.
When copying between contracts, the system automatically validates currencies, shipping terms, and product availability. If products have been discontinued or expired, those items are excluded from the new quote while informing the user. When customer currencies differ, rates are automatically converted according to the selected pricing option.
This enhancement provides a faster and more flexible quote creation workflow.
Release date: 2 September 2026