04-24-2024 12:12 PM
Is there a way to build one estimate, and duplicate it for multiple customers. We send proposals to multiple General Contractors.
04-30-2024 11:45 AM
Building A Proposal Template in your pricebook with an individual estimate should help!
04-24-2024 01:05 PM
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.