Ability to copy business estimates

Jim Hurwitz

Business owners need the ability to copy estimates with various business situations into new estimates for the same potential customer or a new customer.  For example, if a particular type of job typically includes 9 or 10 items, we need to be able to create an estimate "template" with with those 10 items. Then, for a new estimate for a new project or customer, we need to be able to start with that template and Copy, or Save As to a new estimate (so we don't have to enter the same ten items each time).  Ideally, I could have a library of templates for the various types of jobs that I do for various customers or situations.  I could then copy the original, make the minor mods (quantities of materials, hours required, customer name, etc.) that I need for this particular job, and sent it out.