Clipboard Products are a great way to save time when creating Estimates or Orders by allowing users to copy and paste a product from one Estimate/Order to another.


Clipboard Products are:
  • Available in Quick Price, Estimates or Orders 
  • User-Specific—if User A copies a product to their clipboard only User A will be able to paste that product to an Estimate/Order
  • Automatically deleted after 3 days
If sharing products or retaining them longer than 3 days is important, please read the Using Quick Products article. 


Creating Clipboard Products

You can create Clipboard Products from either the order view page of an Estimate/Order or during Step 2 while entering or editing an Estimate/Order, or from the Quick Price tab. Below are the steps for both options. 


Order View Page Method

  1. Open up the Estimate/Order you would like to copy a product from.
  2. Navigate to the Products Tab of the Estimate/Order.
  3. Find the green +Clipboard Icon next to the view details of the product you want to copy and click it.
    Important Note: Using this method, you can save products for orders in the Completed or Closed status. 

Once you press the copy icon, a black message will appear stating "Successfully copied to Product Clipboard." After this message is shown, you are ready to use the Clipboard Product on any of your Estimates or Orders for the next 3 days.

Important Note: There is no limit to how many products a user can copy to the clipboard.


Step 2 Edit/Creation Method

  1. Open up the Estimate/Order you would like to copy a product from.
  2. Navigate to Step 2 Edit Products.
  3. Find the blue +Clipboard Icon in the top right corner of the product you want to copy and click it.

Once you press the copy icon, a black message will appear stating "Successfully copied to Product Clipboard." After this message is shown, you are ready to use the Clipboard Product on any of your Estimates or Orders for the next 3 days.

Important Note: There is no limit to how many products a user can copy to the clipboard.



Using Clipboard Products

You can use Clipboard Products from Step 2 while entering or editing an Estimate/Order, or from the Quick Price tab.

  1. Open up the Estimate/Order you would like to paste a product to.
    Note: This can be any Estimate/Order you are working on. It does NOT have to be the same Estimate/Order that you copied the product from. 
  2. Navigate to Step 2 Edit Products.
  3. Find the black Clipboard Icon in the bottom right corner of the product you want to paste.
  4. Once you click the black Clipboard Icon, the Clipboard Products Modal will appear displaying all products you have copied to the clipboard in the last 3 days.
    Important Note:  Copied products are automatically sorted from newest to oldest and are neither sortable nor editable. Copied products are also user-specific, so you will only see products that you have copied. 
  5. Find the desired product you want to use on the Estimate/Order and click on it.
    Note: The product name listed on the product you copy will be the name of the copied product. As a result, you can have Clipboard Products with the same name.
  6. Once added, you can edit the newly created Clipboard Product like any other product on an Estimate/Order.
    NOTE:  Edits made here will not affect the overall settings for this Clipboard Product. 



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