Skip to main content

Moving or Copying a Pack to Another Quote

Learn how to move or copy packs between quotes

Updated this week

To move or copy a pack to another quote:

  1. Go to the Materials module and open the quote that contains the pack you want to move or copy.

  2. Select the checkbox next to the pack you want to move or copy.

  3. Select Actions to open the menu.

  4. Select Move Pack to Quote or Copy Pack to Quote.

  5. Select the quote you want to move or copy the pack to.

    A confirmation notification appears after the pack is moved or copied successfully.

Did this answer your question?