How to duplicate an estimate?

To duplicate an estimate, please follow the steps below:

  1. Access the Sales module.
  2. Click on the estimate you want to duplicate.
  3. Click on the Actions button (at the top right of your screen). In the dropdown menu, choose the option “Duplicate.”
  4. A new window will appear. Click Save (at the bottom of the page) to confirm the duplication of your estimate.