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How do I duplicate an estimate?

Copy an existing estimate to build a second version without starting over.

Copy an existing estimate to build a second version without starting over.

Step 1: Find the Duplicate option

  1. Click the Estimates tab on the left panel.
  2. Open the estimate you want to copy.
  3. Click the arrow (▼) next to + Add Template in the top right.
  4. Click Duplicate Estimate.

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Step 2: Confirm the duplicate

  1. Click Duplicate in the confirmation window.

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For the full guide, see How to Duplicate an Estimate in the Estimator.