How to add estimate for multiple customers

New Contributor

Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.


New Contributor III

Building A Proposal Template in your pricebook with an individual estimate should help!


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ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Not that simply but it has been mentioned to the product team! They only way I know how to do it is export the estimate as a template, start a new estimate for the next customer and import in the template. 

Randi Thompson
Bill Joplin's Air Conditioning & Heating