RAVE’s financial management system is designed to help you manage all the financial aspects of your projects, including budgeting, bills, and invoices, with ease.
You can access your Project’s financial workflows from either the Financial button or the Project button's Project list, clicking on the project’s reference number, and finally selecting the Budget sub-tab, then Quotes.
From the Quotes page you can click into any quote or variation quote by clicking on the reference hyperlink. This will open the quote in View mode.
You can now select multiple items and click Copy to Quote to copy specific items into a new quote. This makes it much faster to duplicate quotes when you need only some line items, not all.
The new quote will be named the same as the original, with “Copy” appended to the reference, and will include only the items you selected.
Was this article helpful?
That’s Great!
Thank you for your feedback
Sorry! We couldn't be helpful
Thank you for your feedback
Feedback sent
We appreciate your effort and will try to fix the article