How do I clone or duplicate an estimate?

You can clone or duplicate an existing estimate to create a new estimate if most of the data is the same.

To clone a new estimate.

  • Go to the 'Estimates' tab.
  • Go to the estimate you want to clone or duplicate.
  • Click on the cog wheel of the estimate and select 'details' link. This opens the 'Estimate Details' page.
  • Click on the 'clone' link on the sidebar.
  • estimate clone

  • This will open a 'New estimate' page. All the fields from the original estimate will be completed for you in the new estimate. You can make the changes as required and click on the save button.

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