Cloning an estimate

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 after the fact.

  1. In order to clone n estimate, search for it and click 'View'. You will then see a page with all of the details of your estimate.

  2. Click 'Quick links' in the top right corner.


  3. Click 'Clone estimate'. Then type 'clone' into the box and click to confirm.


  4. Once you have cloned the estimate, you still have the option to edit all of the details.