Clone an estimate

You can clone an estimate. This is useful if the original estimate was rejected by the customer, then requested again. 

Watch a quick video showing you how to clone an estimate

Or read how to clone an estimate

  1. Search for the estimate and click View next to the estimate you would like to clone

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  2. You will then see a page with all of the details of your estimate

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  3. Click Quick links in the top right corner

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  4. Click Clone estimate. Then type 'clone' into the box and click Clone 

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

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