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Create a copy of an estimate

Updated over a year ago

Duplicating an estimate with similar scope, costs, and deliverables is a quick way to create a new estimate. By creating a copy, you can retain the structure, parts, and pricing while making necessary adjustments to suit the new project requirements.

Navigate to the Actions button, select Create a Copy, rename and save.

If you find yourself frequently duplicating similar estimates, consider Save as Template. Templates can streamline your workflow by mirroring recurring deliverables, and allow them to be used by the entire team. More information can be found within this Knowledge Base article Saving and loading an estimate template.

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