Ability to duplicate estimates and save under a different job
It should be a no brainier but it's impossible! I have multiple jobs that I need to create a similar estimate for. I don't want to create an estimate template. I just want to duplicate the estimate and assign to a different job.
Steve Esh
shared this idea
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Sammy Jo Lee
commented
We need this desperately as well! As of now, duplicating an estimate really has no use unless you are needing to adapt an estimate within the same contact. It would be great to be able to duplicate (make a copy) of an estimate and relate it to another contact/job. This would make the duplicate feature much more useful. Having the saved templates does not work for everything. It only works when you are continuously doing the same thing, but we have such a variety of products, the saved templates is not that useful, but the ability to duplicate an already created estimate and relate it would be extremely useful!