Duplicate Estimates to Another 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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Garett Gray commented
When you have an estimate that is already written but either put on the contact or under the wrong job you should be able to duplicate it and choose the job you want it to go to. Instead of it just duplicating directly into same job and place. Duplication is not useful with out being able to move it.
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Corrine Lombardo commented
I would like the ability to update a customer on an estimate or invoice
related, also: The ability to duplicate an estimate, and then edit the job/ customer -
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!