Any document can be copied, either as a fresh, independent document, or as a variation that stays linked to the original. It saves you re-keying, and keeps a clean lineage when you revise.
What you will learn
- The two ways to copy a document
- When to use a new copy versus a variation
Two kinds of copy
- Copy as New – an independent copy, with no link to the source. Use it to reuse a document as a starting template for a different deal or customer.
- Copy as Variation – a copy that keeps a link back to the original. Use it to revise an offer for the same deal, so the original and its revision are both on record and the trail is intact.
Why it matters
Copying turns any well-built document into a head start: you never retype lines, terms and parties. And the variation link means a revised quote or order does not erase its predecessor, the lineage is preserved, visible in the document chain.
Worked example
A customer asks for a revised quotation. You copy as variation so the new quote links to the old one. A different customer wants something similar, so you copy as new from the first quote and adjust, no link, a clean separate document.
Related
- Reference: Document Chain (where the variation link shows)
- Reference: Quotation (a common thing to copy)