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Importing a section from another quotation

Import a section from another quotation or a pre-build into your current quotation, placing it above or below an existing section.

1. Open the quotation you want to import a section into and click on the section menu

Quotation section with the hamburger menu dropdown button next to Collapse highlighted, above the line items table

2. Click "Import Section Below" or "Import Section Above"

Section options menu on a quote's item pricing table with Import Section Below highlighted, below Import Section Above

3. Click "From a Quotation"

Import Section window with the Quotation Type dropdown set to "From a Quotation" highlighted above a list of quotations

4. Select a quotation to bring the section in from

Import Section window listing quotations by status and number, with the + button highlighted on a row to select it

5. Click "Import"

Import Section window with quotation Q1234 expanded and the Import button highlighted on its Section 1 row

6. You can also import from a pre-build in the same way

Import Section source dropdown open, with From a Pre-Build highlighted below the From a Quotation option

7. Click "×"

Import section dialog listing templates with margin, totals and Import buttons, with the close "×" button highlighted at top right

Learn more: quotes in Zigaflow

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