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.
Lucy Cruz
shared this idea
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Chad
commented
Same concern with photos, etc. At least with estimates, Legacy estimates anyway. you can just go in as if editing the estimate, but at the bottom choose "save as template", name it whatever you want to identify it, then go into your Job, choose that template to create your estimate, and then once saved it's under the Job you want it in. Not sure about the NSE one's yet.
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Samuel
commented
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
The ability to duplicate financial record tempaltes.