Quoting to Multiple Contractors

[TK_OCGD]

Hello, We are running into the problem of trying to right estimates for multiple contractors. We are bidding the same job to multiple contractors and would like a way to just copy it over to each of the clients. I think it would have to be the project that gets copied to each client. The only thing I've seen that duplicates is an estimate into the same project. Is there any way to copy Projects to other clients? It would be such a time saver.

[RandiThompson · Accepted solution]

On the estimate you have built out fully hit actions then export as template. Go to the next contractor start the estimate and hit actions then import. 

[TK_OCGD]

That was it. This is helpful for when you have multiple lines in one estimate. I do still wish there was a way to do this with a project instead of the estimate. Entering all the information about the project then creating the estimate all still takes a lot of time. I do appreciate this solution it will help a lot going forward!😁

[TK_OCGD]

This might need to be a whole new topic but I am unable to import the Estimate. I get an Error "This estimate item id could not be found on this estimate" any idea on why I would get this?

[RandiThompson · Accepted solution]

Try removing all the data in the "ID" and "SKU.ID" then reimporting. I think those are auto generated by ST. 

[RandiThompson · Accepted solution]

On the estimate you have built out fully hit actions then export as template. Go to the next contractor start the estimate and hit actions then import. 

[JessicaSmith]

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