TEST - How to Duplicate an Estimate in the Estimator

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.

Step 2: Confirm the duplicate

1. Click Duplicate in the confirmation window.

💡 Notes:

• The copy includes all line items, pricing, discounts and markup.
• You can rename and edit the copy freely. The original stays untouched.
• Estimates showing a warning sign can't be duplicated.