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Manage estimates

How do I copy an estimate?

How do I copy an estimate?
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  • Go to Manage Estimate>> Estimate action >> Copy Estimate

01

  • 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

02

  • You will see a message asking if you wish to copy that estimate. Click ‘Yes’ option

03

04

  • The estimate that you have selected is copied with a new estimate number.
  • You can make any changes necessary and send this new estimate.