You can clone an estimate within Commusoft if need be. This is useful if the original estimate was rejected by the customer, then requested again.
Read below 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 once more to confirm.
- Once you have cloned the estimate, you still have the option to edit all of the details.