Change Price List on a Quote

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Question

How can I change the price list on a Quote?

Answer

Copy the quote to a new quote and select a new price list. Then delete the old quote.

To copy a quote – on the quote detail page – click on the Copy to new Quote… button under the yellow line. This makes a completely separate quote. Assuming the price list you want is already associated with the account on the quote, you can just select it. Otherwise you'll need to go to the account and add the price list first.

To delete a quote - click on the quote name and select Delete.

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