How to duplicate an estimate

Create a new estimate from an existing estimate to save time.

1. Open Estimates

From the main navigation, select Estimates.

Estimates navigation with the estimate area selected
From the main navigation, select Estimates.

2. Choose an estimate

Select the estimate you want to copy.

Estimates list with the estimate to copy selected
Find the estimate you want to copy in the list.

3. Duplicate

Open Actions, then select Duplicate.

Review the copied customer and line item details. Make any needed changes, then select Create Estimate to save the copy.

Estimate Actions menu with Duplicate visible
Open Actions, then select Duplicate.
New estimate form with copied customer and line item details
Review the copied details, make any changes, and select Create Estimate to save the copy.

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