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Managing Quotes
Beyond creating and publishing, Quoteworks gives you several tools to organize and manage your quotes throughout their lifecycle.
Duplicating a quote
Need to create a similar quote for another customer? Instead of starting from scratch:
- Find the quote you want to duplicate in the quotes list.
- Click the menu (three dots) on the quote card and select Duplicate.
- A new copy is created as a Draft with all the same content — sections, items, pricing, highlights, and architecture.
- Open the duplicate and update the customer details, adjust pricing, or make any other changes.
Duplicating is a fast way to reuse a previous quote as a starting point.
Changing quote status
You can move a quote through different statuses:
| Action | What it does |
|---|---|
| Publish & Share | Moves a Draft to Live and generates a share link. |
| Unpublish | Moves a Live quote back to Draft. The share link stops working. |
| Mark as Accepted | Changes the status to Accepted — useful for tracking wins. |
| Archive | Moves the quote to Archived. It's hidden from the main list but not deleted. |
To change status, open the quote and use the dropdown menu next to the publish button.
Archiving quotes
Archiving is a way to clean up your quotes list without permanently deleting anything:
- Archived quotes are hidden from the default view.
- You can still find them by filtering for Archived in the sidebar.
- You can un-archive a quote at any time to bring it back.
Use archiving for old quotes that are no longer active but that you might want to reference later.
Deleting a quote
If you want to permanently remove a quote:
- Open the quote in the editor.
- Click the dropdown menu next to the publish button.
- Select Delete.
- Confirm the deletion.
WARNING
Deleting a quote is permanent and cannot be undone. If you just want to hide a quote, consider archiving it instead.
Tips for staying organized
- Use status filters in the sidebar to quickly find what you're looking for — Drafts you're working on, Live quotes that are out with customers, or Accepted wins.
- Sort by last updated to see your most recently active quotes at the top.
- Archive old quotes regularly to keep your main list clean and focused.