Overview
Create a copy of an existing estimate to reuse its structure for a new client or project.
Steps
In Finance > Estimates, locate the estimate to clone.
Open the “⋮” Action menu and select Create Duplicate.
A new draft appears with identical header, line-items, and notes.
Update Client, Valid Till, or any fields as needed.
Click Save.
Tips
Duplicating is faster than building from scratch for repeat services.
After saving, edit line-items to adjust quantities or pricing for the new engagement.
Troubleshooting / FAQs
Q: Duplicate option is disabled.
A: Only estimates in statuses Waiting or Reject can be duplicated.
Q: My custom fields didn’t copy over.
A: Custom fields must be enabled on both the original and the new estimate template.