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.
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.
- You have cloned the estimate and have the option to edit all of the details.