How to Duplicate and Edit Quotes in FatturaPRO
A step-by-step guide on how to duplicate, modify, and export quotes and pro-forma invoices as a PDF in FatturaPRO.
By Emiliano
Creating similar documents repeatedly can be tedious. FatturaPRO makes it easy to duplicate existing quotes and pro-forma invoices, make quick adjustments, and export them for your clients. Here is how to do it.
Duplicating and Editing the Document
1
In the left-hand menu, navigate to Altri documenti and select Preventivi e Proforma.
2
Find the document you want to copy and click the Duplicate icon in the action column.
3
Click Chiudi on the confirmation dialog that appears.
4
Locate your newly duplicated document at the top of the list and click the Modifica (pencil) icon to edit it.
5
Go to the Destinatario (Recipient) tab.
6
Update the client's details as needed, including Name, Surname, Tax Code, Address, Municipality, Province, and Country.
7
Optionally, click on the Dati Pagamento tab to review or modify the payment instructions for this specific client.
8
Next, click on the Righe Documento tab to manage the line items.
9
Click the Modifica (pencil) icon next to the line item you want to change.
10
Edit the Descrizione field to reflect any new terms or changes to the goods/services.
11
Update the Importo (Amount) as necessary.
12
Click Salva & Ritorna to save your changes and return to the main document list.
Your document is now updated and safely saved within FatturaPRO.
Exporting as a PDF
13
From the document list, click the Stampa PDF (Print PDF) icon in the action column of your updated document.
14
In the system print dialog that opens, select Save as PDF from the destination dropdown.
15
Enter a memorable file name for your quote or pro-forma invoice.
16
Click Save to download the file to your computer.
