Copy an estimate
Last updated: October 29, 2026
Make a copy of an estimate to reuse its work in a new estimate. You can copy an estimate in any status. The copy gets a new estimate ID and starts as a Draft, regardless of the original’s status. Making a copy doesn’t change the original estimate.
Copy from the Estimates list
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Select Estimates in the sidebar.
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Select the more options menu (⋮) at the end of the estimate’s row.
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Select Make a copy.
A new estimate opens with the copied details.
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Review the copy and make any changes.
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Select Save estimate.
Copy from an estimate
- Open the estimate.
- Select the more options menu (⋮) at the top right of the estimate.
- Select Make a copy.
- Review the copy and make any changes.
- Select Save estimate.
The copy isn’t saved until you select Save estimate.
Save and copy a new estimate
When you’re creating an estimate, select the arrow next to Save estimate, then select Save and copy. Your estimate is saved, and a copy of it opens as a new estimate.
What’s copied
The copy includes:
- Customer
- Linked job
- Salesperson
- Line items and their descriptions
- Public note
- Terms & Conditions
- Attachments
- PO number and Customer reference
- View settings
The copy’s Estimate date is set to today. Its Expiration date is calculated using the default expiration setting under Company settings > Estimates > General.