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How To Copy Market Settings From Another Market

Quickly duplicate an existing market’s product, pricing, and financing setup by using **Apply Settings to Other Markets** under Settings → Markets, then verify and adjust details as needed.

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Written by Support Team
Updated over a month ago

Easily set up new markets by copying product and financing settings from another market

Requirements:

  • Roof Quote PRO™ active subscription

  • Admin user access

Overview:

The easiest way to set up a new market is to copy the settings of another market that is already configured and adjust as needed.

Instructions:

  1. To start, login to your portal and find the Settings icon.

  2. Choose Markets from the menu.

  3. Select the market you've already configured (the market with product selections, pricing and financing)

  4. Click the 'Apply Settings To Other Markets' button
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    apply-settings-to-other-markets-button


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  5. Check the market(s) you'd like to copy settings to. Below the selection, click 'Apply' (with the arrow to the left).
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    apply-market-settings-popup


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  6. You will see the number of markets for copying to and their names. Click the orange 'Apply' button. You will see a green box with a success message popup.
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    apply-markets-settings-to-other-markets-popup


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  7. Verify the product and financing were updated. Click on the market(s) you copied to from the list on the left - they will match the market you copied.
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    my-markets-list


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  8. Save your changes.
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    1. If necessary, go to Products settings, select the market(s) you copied to and adjust as desired (e.g. customize product pricing and other information such as what's included, colors, etc)
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      product-selection-customize

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