How to Duplicate an Estimate

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Overview

Duplicate an existing estimate to create a new quote from it, either for the same client or for a different one.

Find the Estimate

1. In the left-hand menu, click Jobs.
2. Click Pipeline.
3. At the top of the Pending jobs column, click the three dots.
4. Click See in list. The Pending jobs list opens.

Duplicate the Estimate

1. Check the box next to the estimate you want to duplicate. A toolbar appears at the top of the list.
2. In the toolbar, click More.
3. Click Duplicate. The Choose a client to create this quote for window opens.
4. To keep the same client, leave the client as it is. To use a different client, click the client dropdown and select another client, or click Create new to add a new one.
5. Click Build estimate.

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Why This Matters

• You can reuse an existing estimate instead of building a new one from scratch.
• You can create the copy for the original client or for a new one.

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Summary

To duplicate an estimate, go to Jobs > Pipeline, click the three dots on the Pending jobs column and click See in list. Check the box next to the estimate, click More, then Duplicate. Keep the same client or choose a new one, then click Build estimate.