How do I copy an estimate?
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- Go to Manage Estimate>> Estimate action >> Copy Estimate
- List of estimates that you created will be displayed
- You can view estimates through time period option or ‘Search client’ option
- In the ‘Copy’ section, select the particular estimate that you wish to copy. Then select ‘Copy Estimate’ button
- You will see a message asking if you wish to copy that estimate. Click ‘Yes’ option
- The estimate that you have selected is copied with a new estimate number.
- You can make any changes necessary and send this new estimate.