How do I clone a template from one module to another?

You can clone a template from one module to another for the following modules:

• Invoices
• Sales Orders
• Quotes
• Retainer Invoices
• Credit Notes
• Purchase Orders

To clone a template:

• Go to Settings in the top right corner.
• Select PDF Templates under Customization.
• Select the module containing the template which you want to clone in the Templates pane.
• Hover over the template you want to clone.
• Click the Gear icon and select the module to which you want to clone the template. You’ll be redirected to the Edit Template page.
• Verify the template details and click Save.