How to Duplicate an Estimate in the Estimator

Article Introduction

You can duplicate an estimate from within the Estimator when you want to create a new version without rebuilding the estimate from the beginning.

How to Duplicate an Estimate

1. Open the estimate you want to duplicate.
2. Locate + Add Template button inside the estimate.
3. Select the arrow beside + Add Template to display additional options.
4. Select Duplicate.
5. Enter a new name for the duplicated estimate when prompted.

The system requires the new estimate to be renamed before the duplication can be completed.

When to Duplicate an Estimate

Duplicating an estimate can be particularly useful when:

• You need to create a slightly different version of an existing estimate.
• You want to use an existing estimate as a starting point for building a template.
• You want to preserve the original estimate while making changes to a separate version.

How It Looks in the Estimator

Important Notes

• Make sure you are inside the estimate you want to duplicate.
• The Duplicate option appears after selecting the arrow beside + Add Template.
• The duplicated estimate must be given a new name.
• Review the duplicated estimate before making changes to confirm you are working in the correct version.