Re-using and Cloning Quotes

SignTracker allows you to reuse and clone quotes from previous jobs, making it easy to generate consistent and accurate contracts. Whether you're working within the same job or pulling a quote from a different project, the process is simple and efficient.

Step 1: Accessing Existing Quotes

1. While editing a contract, click "Add Lines From Existing Worksheets".
2. A drawer will open on the right-hand side, displaying a list of all quotes associated with the current job.

Step 2: Reusing a Quote in the Same Job

• To add an existing quote directly to the contract, hover over it and click "Use."
• This will insert the original quote into the contract without making any modifications.

Step 3: Cloning a Quote for Editing

• If you need to modify a quote without affecting other contracts that use it, click "Clone."
• This creates a duplicate version that can be edited independently.

Step 4: Cloning a Quote from a Different Job

• Click the "All Jobs" tab at the top of the drawer.
• Search by job name or quote worksheet to locate a quote from another project.
• Once found, clone it and modify as needed before adding it to your contract.