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How can we improve the financials?

← Financials

Duplicate an Estimate

There is a duplicate feature, but it cannot be used to duplicate an estimate. It would be a lot easier to duplicate an estimate in case we need to move an estimate to another contact, a related contact, or second job under the same contact, etc.

4 votes

Lucy Cruz shared this idea · May 12, 2023 · Report… · Admin →

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Samuel commented · April 19, 2024 3:32 AM · Report

yes, and also move or copy and estimate from a contact to a Job, we have encountered this problem

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Breelyn Cardon commented · November 15, 2022 9:26 AM · Report

The ability to duplicate financial record tempaltes.

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