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            Create Quote Versions

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            Create Quote Versions

            To generate a new version of a quote, create a version from the Quote record.

            1. Make changes to an existing quote by adding, removing, or changing coverages.
            2. Click Rate Now to save the updates to the quote.
            3. Click Create Version.
            4. Enter a unique Quote Name.
            5. Click Create.
             
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            Salesforce Help | Article