How to duplicate a budget in Docuten? At Docuten, duplicating a quote is a simple task that will allow you to save time and streamline your processes. If you have created a quote and need to generate a similar version, you can use the duplicate quote feature to create a new one with the same information in just a few clicks. This functionality is especially useful when you have to make minor adjustments to an existing budget to adapt it to another situation or client. Read on to learn how to double a quote in Docuten and optimize your workflow.

Step by step -- How to duplicate a budget in Docuten?

• How to duplicate a budget in Docuten?
• Access your Docuten account.
• In the main menu, click on the “Budgets” tab.
• Find the budget you want to duplicate.
• Click on the quote to open it.
• Once the quote is open, look for the “Duplicate” option.
• Click "Duplicate" to create a copy of the quote.
• A new window will open where you can edit the name and details of the duplicate quote.
• Make the changes you want and save the changes.
• You will now have a duplicate copy of the original quote in your quote list.
• You can edit, send and manage this new quote independently of the original quote.

FAQ

How to duplicate a budget in Docuten?

1. Access your account in Docuten.
2. Go to the "Quotes" section.
3. Select the budget you want to duplicate.
4. Click on the “Duplicate” option.
5. Confirm the action of doubling the budget.
6. Ready! The budget has been doubled.

How to share a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Go to the “Duplicate Quotes” section.
3. Select the budget you want to share.
4. Click on the “Share” option.
5. Enter the recipient's email address.
6. Personalize the message, if you wish.
7. Press the "Submit" button.
8. The recipient will receive an email with the duplicate quote.

How to edit a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Access the “Duplicate Budgets” section.
3. Select the budget you want to edit.
4. Click on the “Edit” option.
5. Make the necessary changes and modifications.
6. Save changes made to the budget.
7. The duplicate version of the budget has been updated.

How to delete a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Navigate to the “Duplicate Quotes” section.
3. Select the budget you want to delete.
4. Click on the “Delete” option.
5. Confirms the action to delete the duplicate quote.
6. The duplicate quote has been removed from your account.

How to download a duplicate quote in Docuten?

1. Access your account in Docuten.
2. Go to the “Duplicate Quotes” section.
3. Select the budget you want to download.
4. Click on the “Download” option.
5. The duplicate quote will be saved to your device as a downloadable file.

How to change the name of a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Navigate to the “Duplicate Quotes” section.
3. Select the budget you want to rename.
4. Click on the “Edit” option.
5. Change the budget name in the corresponding field.
6. Saves changes made to the duplicate quote.
7. The name of the duplicate quote has been updated.

How to search for a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Go to the “Duplicate Quotes” section.
3. Use the search bar and type budget keywords you want to find.
4. Press "Enter" or click the search icon.
5. The search results will show duplicate quotes that match your search criteria.

How to add notes to a duplicate quote in Docuten?

1. Log in to your Docuten account.
2. Access the “Duplicate Budgets” section.
3. Select the budget you want to add notes to.
4. Click on the “Edit” option.
5. Find the space designated for notes and write your comments or clarifications.
6. Saves changes made to the duplicate quote.
7. The notes you added to the duplicate quote will be saved and you can view them at any time.

How to duplicate multiple budgets at the same time in Docuten?

1. Log in to your Docuten account.
2. Go to the “Budgets” section.
3. Select the budgets you want to duplicate.
4. Click on the “Duplicate Selected” option.
5. Confirms the action of duplicating the selected budgets.
6. The selected budgets have been duplicated.

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