You can clone an estimate. This is useful if the original estimate was rejected by the customer, then requested again.
Watch a quick video showing you how to clone an estimate
Or read how to clone an estimate
- Search for the estimate and click View next to the estimate you would like to clone
- You will then see a page with all of the details of your estimate
- Click Quick links in the top right corner
- Click Clone estimate. Then type 'clone' into the box and click Clone
- You have cloned the estimate and have the option to edit all of the details