How do I copy paste a quote in COMPAS Go?


COMPAS Go does not support the copy pate of quote. It allows to copy paste the all the line items from a quote to a newly created quote.

But in COMPAS Desktop, we have option to copy paste a quote. 

Please refer the following information to on how to copy paste line items in detailed. 


1. Create new quote in COMPAS Go or open existing quote with line items after successful login using valid credentials.

2. Once quote page is opened, check out the quote by clicking "ON" toggle button.

3. User need to select the line items that need to be copied from the opened quote. Then click on the copy icon (gets enabled only after selection of line item) 

Note: Lines items that can be copied is similar to that is COMPAS desktop including the following.

Note: This change is part of "Desktop Sunset"

 

Copy of line item is confirmed by the following pop up alert.

4. After copy action, the paste icon is enabled. Allows user to paste multiple times.

Note: Paste line items is enabled for the current quote as well as the other quote opened in editable mode.



Article ID: 733
Last updated: 14 Jan, 2022
Revision: 8
Go Training -> How do I copy paste a quote in COMPAS Go?
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