How to add estimate for multiple customers

Sharon
New Contributor

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

2 REPLIES 2

EleazarA
New Contributor III

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

 

If you have any additional questions/needs you can reach out to me @ EleazarA@chickenladyspeaks.com
Or get more information at chickenladyspeaks.com

RandiThompson
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